Advisor at Loynd Capital Management
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Firm
Loynd Capital Management
Location
Marblehead, MA 01945
Credentials
CFA®, Series 63
Industry experience
21 years
Geoffrey Loynd is the sole advisor at Loynd Capital Management in Marblehead, MA, holding the CFA® designation and Series 63 license with 20 years of industry experience. He has led Loynd Capital Management since 1992. Loynd Capital Management is an independent, fee-only registered investment adviser serving primarily individual investors and one charitable organization. The firm employs a scientific, academically grounded investment approach focused on low-cost diversified funds and ETFs, using fixed income to reduce portfolio volatility and emphasizing tailored risk profiles, low turnover, and incorporation of new research.
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $1,500,000: 0.6% $1,500,001+: 0.4%
Fee-only: Non-negotiable quarterly investment management fees based on tiered rates; no commissions accepted.
237 Washington St.
Marblehead, MA 01945
Massachusetts
Loynd Capital Management
1992 - Present (34 years)
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