Broker Check

Meet Tone Capital

Tone Capital was created with a simple guiding principle: We will remove unnecessary fees that lower investor returns while providing a quality product at a value to our clients.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Tone Capital, LLC is an independent, fee-only Registered Investment Adviser. As such, we accept no third-party compensation and therefore have no product agendas; we act in the client's best interest, always. We offer proprietary ETF-based investment strategies and customized wealth management services. Low-cost, diversification, and transparency are core tenets of our business. 

Tone Capital is committed to transparency – a straightforward management fee structure and intentionally low product costs.

We Believe The Traditional “3 Ps Of Investing” Are Lacking A Critical Component - PRICE

PHILOSOPHY

Most actively managed mutual funds underperform their chosen benchmark and cost more. Our low cost ETF-based strategies provide value and diversification to the investor.

PROCESS

Our proprietary rules based system is designed to avoid behavioral biases and remove emotion from strategy implementation. We are the intersection of passive and active investing.

PEOPLE

Our principals have over 20 years of experience in the financial services industry. We have significant experience in trading, portfolio management, regulatory compliance, and financial operations.

PRICE

The layers of fees that most investors pay are excessive and not transparent. These fees reduce your investment returns and we believe many of these fees are unnecessary. We are transparent as to our advisory fees and product costs.