A complete list of active advisors currently associated with Tone Capital, LLC

Warmer can help you find a great advisor at Tone Capital, LLC or one who fits your needs even better.

Tone Capital serves individuals, high-net-worth clients, institutions, and retirement plan sponsors, providing discretionary and non-discretionary wealth management, financial planning, and specialty services such as a Betterment-based Launchpad digital program and college savings advisory. The firm manages approximately $118 million across about 164 client relationships and also offers held-away account management, insurance reviews, and turnkey bank/credit union white-label solutions. Investment advice is delivered through bespoke Investment Policy Statements and a mix of strategies that include both automated model portfolios and bespoke discretionary management. Tone Capital uses a variety of analytical methods (including quantitative models and modern portfolio theory), offers a tactical Global Balanced Strategy that rebalances monthly, and executes both long- and short-term trading as appropriate for client objectives. What is distinctive about Tone Capital is its operational flexibility: the firm may trade client accounts on margin and permit borrowing within separately managed accounts, and it will manage certain held-away accounts using client-provided access credentials—practices that are relatively uncommon among peers. The firm also routinely combines third‑party platforms and sub-advisors (e.g., Betterment for Launchpad, a quantitative sub-advisor on the Global Balanced Strategy, and a third‑party insurance platform), and it implements custodial and oversight safeguards such as annual surprise independent CPA examinations when it has custody.

To learn more about the advisors currently working at Tone Capital, LLC, 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.