Towneley

Our Mission

Towneley Capital Management, Inc., an SEC- registered* independent investment advisory firm, provides investment counseling, asset management, and financial planning services to individual and institutional clients from every walk of life, on a fee-only basis, and always with the client’s best interest at heart. We opened our doors in 1971.

SOLUTIONS

overview

As fiduciaries, the client’s best interest is always our first priority. We serve both institutions and private clients with investment counseling, asset management, and financial planning mined from scientific and knowledge-based strategies designed to provide diversified exposure to worldwide markets.

SOLUTIONS FOR

INSTITUTIONS

Towneley is trusted by institutions as a dependable partner. We assist organizations in the fulfillment of their fiduciary responsibilities, while serving investment management needs, always keeping a stalwart focus on the long-term.

SOLUTIONS FOR

PRIVATE CLIENTS

At Towneley, our experience and expertise is skillfully and thoughtfully aligned with family and individual financial resources, needs, and vision. With a long-standing track record of transparency and availability, we consistently bear in mind the life seasons of those we serve.

 NEWS & ARTICLES

1982 Opening of Laguna Hills Office
1994 Founding and Managing of
Eclipse Family of Funds
2005 Roll-out of Towneley’s Global-Balanced ETF Strategy (GBS)
2013 Reorganization of Towneley as a new employee-owned corporation

OUR HISTORY

OVER 50 YEARS OF INVESTING IN THE EQUITY OF RELATIONSHIPS

Since 1971, Towneley has offered value-oriented equity, balanced and fixed income strategies for institutions and individuals based on a combination of bottom-up fundamental analysis and quantitative techniques.

 

Towneley Capital Management

50 Years of Experience and Integrity