History

• 1987 Bob Jones founded RT Jones Capital Equities Management, Inc .and RT Jones Capital Equities Inc. for the purpose of offering and distributing a discretionary tactical asset allocation management program through mutual funds.
• 1987 RT 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 RT Jones Capital Equities Inc. tactical management program.
• 1989 RT Jones Capital Equities Inc. initiates efforts that result in a SEC opening the industry to fund of funds.
• 1989 RT Jones Capital Equities Inc. tactical program is offered as a managed account through Principal Financial.
• 1996 RT Jones Capital Equities Inc. discontinues management program through Principal Financial to establish a managed account relationship with Manulife.
• 1999 RT Jones Capital Equities Inc. starts a pilot strategic asset allocation management program
• 2000 RT Jones Capital Equities Inc. tactical program minimizes the impact of the 2000 bear market for its clients.
• 2000 RT Jones Capital Equities Inc. rolls out a tactical and strategic asset allocation programs grounded in Modern Portfolio Theory.
• 2001 RT Jones Capital Equities Inc. discontinues management program through Manulife to establish a managed account relationship with AUL (OneAmerica).
• 2003 RT Jones Capital Equities Management, Inc .tactical and strategic management programs are branded under the product name of Artesys®
• 2008 RT Jones Capital Equities Management, Inc. is registered as an investment advisor, tactical and strategic management programs are moved under its ownership.
• 2008 RT Jones Capital Equities Management, Inc .tactical and strategic management programs are re-titled to Offense and Defense.
• 2009 OneAmerica offers RT 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.
• 2010 Read about us in the April 12th Plan Sponsor.
   

History

• 1987 Bob Jones founded RT Jones Capital Equities Management, Inc .and RT Jones Capital Equities Inc. for the purpose of offering and distributing a discretionary tactical asset allocation management program through mutual funds.
• 1987 RT 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 RT Jones Capital Equities Inc. tactical management program.
• 1989 RT Jones Capital Equities Inc. initiates efforts that result in a SEC opening the industry to fund of funds.
• 1989 RT Jones Capital Equities Inc. tactical program is offered as a managed account through Principal Financial.
• 1996 RT Jones Capital Equities Inc. discontinues management program through Principal Financial to establish a managed account relationship with Manulife.
• 1999 RT Jones Capital Equities Inc. starts a pilot strategic asset allocation management program
• 2000 RT Jones Capital Equities Inc. tactical program minimizes the impact of the 2000 bear market for its clients.
• 2000 RT Jones Capital Equities Inc. rolls out a tactical and strategic asset allocation programs grounded in Modern Portfolio Theory.
• 2001 RT Jones Capital Equities Inc. discontinues management program through Manulife to establish a managed account relationship with AUL (OneAmerica).
• 2003 RT Jones Capital Equities Management, Inc .tactical and strategic management programs are branded under the product name of Artesys®
• 2008 RT Jones Capital Equities Management, Inc. is registered as an investment advisor, tactical and strategic management programs are moved under its ownership.
• 2008 RT Jones Capital Equities Management, Inc .tactical and strategic management programs are re-titled to Offense and Defense.
• 2009 OneAmerica offers RT 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.
• 2010 Read about us in the April 12th Plan Sponsor.