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 |
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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.