55 Years Dedicated to Relationships, Trust, Financial Security
Your peace of mind is our greatest asset
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, with the client’s best interest at heart. Our investment advisory business traces its roots to 1971.
SOLUTIONS
Overview
As fiduciaries, we are committed to acting in our clients’ best interests. We serve institutional and private clients through investment counseling, asset management, and financial planning. Our investment approach incorporates research, diversification, and disciplined portfolio management, with strategies tailored to clients’ investment objectives and needs.
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 55 YEARS OF INVESTING IN THE EQUITY OF RELATIONSHIPS
Since its founding in 1971, Towneley’s investment advisory business has offered value-oriented equity, balanced, and fixed income strategies to institutions and individuals, incorporating bottom-up fundamental analysis and quantitative techniques.
