History

1987

Bob Jones founds R.T. Jones Capital Equities Management, Inc. and R.T. Jones Capital Equities, Inc. for the purpose of offering and distributing a discretionary tactical asset allocation management program through mutual funds. 

R.T. Jones Capital Equities, Inc. receives media recognition for moving its investment clients out of the market just prior to the market crash of October ’87.

1988

Stifel Nicolaus distributes R.T. Jones Capital Equities, Inc. tactical management program.

1989

R.T. Jones Capital Equities, Inc. initiates efforts that result in the SEC opening the industry to fund of funds.

R.T. Jones Capital Equities, Inc. tactical program is offered as a managed account through Principal Financial.

1996

R.T. Jones Capital Equities, Inc. discontinues management program through Principal Financial to establish a managed account relationship with Manulife.

1999

R.T. Jones Capital Equities, Inc. starts a pilot strategic asset allocation management program

2000

R.T. Jones Capital Equities, Inc. tactical program minimizes the impact of the 2000 bear market for its clients.

R.T. Jones Capital Equities, Inc. rolls out a tactical and strategic asset allocation programs grounded in Modern Portfolio Theory.

2001

R.T. Jones Capital Equities, Inc. discontinues management program through Manulife to establish a managed account relationship with AUL (OneAmerica).

2003

R.T. Jones Capital Equities Management, Inc. tactical and strategic management programs are branded under the product name of Artesys®

2008

R.T. Jones Capital Equities Management, Inc. is registered as an investment advisor; tactical and strategic management programs are moved under its ownership.

R.T. Jones Capital Equities Management, Inc. tactical and strategic management programs are re-titled to Offense and Defense.

2009

OneAmerica and R.T. Jones Capital Equities Management, Inc. agree to take steps to begin to offer Artesys as a managed account option on OneAmerica retirement plans.

2010

National roll-out of Artesys at OneAmerica sales meeting; Read the news release here.

Read about us in the April 12th Plan Sponsor.