Our Firm
Meet Tone Capital
Since 2016, our mission has been simple: to guide you on the path to financial security, offering personalized advice that puts your interests first, always.
As a trusted partner, our team of experienced advisers at Tone Capital empowers clients to make informed decisions, navigate market complexities, and build a secure financial future. Transparency and integrity are at the core of our values at Tone Capital, fostering trust and long-lasting relationships with each client we serve.
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.
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
The Tone Capital Team
Bonnie M. Smallwood, WMCP®
Partner
Ms. Smallwood is a Partner of the firm and serves as an adviser and strategist. She has over thirty- eight years of prior experience in the financial services industry in fixed income, funding and money market trading. Bonnie...
Gregory S. Sabo, CMT
Principal
Mr. Sabo is a Principal of the firm and serves as Portfolio Manager. He has over twenty years prior experience in the financial services industry in institutional equity sales and trading. Prior to co-founding Tone Capital in 2016,...
James J. Shannon, CPA
Principal
Mr. Shannon is a Principal of the firm and serves as Chief Compliance Officer. He has over twenty years of prior financial, managerial, and operational experience with fourteen years in the financial services industry. Prior to...
Michael S. Peasley, CFA
Partner
Mr. Peasley is a Partner of the firm and serves as an adviser and strategist. He has over twenty years of buy side, sell side and hedge fund experience in the financial services industry. Prior to joining Tone Capital in 2017, Mike was...