A complete list of active advisors currently associated with R.T. Jones Capital Equities Management Inc.

Warmer can help you find a great advisor at R.T. Jones Capital Equities Management Inc. or one who fits your needs even better.

R.T. Jones Capital Equities Management provides fee‑only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, and offers separate account management through its Artesys® models. The firm also acts as an ERISA §3(38) investment manager for plan sponsors and serves as subadviser to a series of R.T. Jones Collective Investment Trust. Its investment approach centers on proprietary Artesys Offensive and Defensive model portfolios that emphasize asset allocation, diversification, and periodic rebalancing under Modern Portfolio Theory, using mutual funds and ETFs. Portfolio decisions are implemented on a discretionary basis and the firm delivers much of its service digitally—clients receive quarterly performance reports and narrated/animated videos covering economic overview, performance, and investment education. Distinctive features include the firm’s role managing pooled vehicles as a subadviser and its §3(38) plan services with fee arrangements tied to adding Artesys as a managed account/QDIA, and an unusually high client-to-advisor load (roughly 4,100 clients across six advisors, i.e., more than 600 clients per advisor). R.T. Jones also conducts outreach and educational events and distributes performance information to clients, and it does not describe standalone financial planning services in its brochure.

To learn more about the advisors currently working at R.T. Jones Capital Equities Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.