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 provides fee-only investment management to individuals, corporate pension and retirement plans, trusts, and endowments, and also serves as an ERISA §3(38) investment manager and subadviser to a collective investment trust. It delivers discretionary separate-account management through its proprietary Artesys model program for accounts held on platforms such as OneAmerica and Axos. The firm constructs Artesys model portfolios that it groups into Offensive (long-term buy-and-hold) and Defensive (rotate to cash alternatives in adverse markets) approaches, primarily using mutual funds and ETFs and periodically rebalancing to target allocations. Clients receive quarterly performance reports and narrated/animated videos and may impose reasonable account restrictions; much of the advisory process is conducted through an online interface and platform recordkeepers. R.T. Jones is distinctive for the scale of its client servicing relative to its advisor headcount—4,636 clients across seven advisors (more than 600 clients per advisor)—and for its involvement with pooled vehicles, including serving as subadviser to the R.T. Jones Collective Investment Trust and providing participant-level managed accounts for retirement plans. The firm discloses a past SEC order related to a 2013 cyber incident and reports steps taken in response (appointing an information security manager and adopting a written information security policy); it also conducts outreach and educational events with mutual fund companies and provides advertised performance reporting to clients.

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.