ABOUT US
As fiduciaries, your best interest is our first priority. Grounded in research-based investing since 1971, we guide client success and foster unwavering confidence through faithful, reliable service.
Towneley
Our History
Established in the heart of New York City in 1971, Towneley Capital Management began service as an independent fiduciary advisory firm. With an unparalleled history spanning over 50 years’, we have honed our expertise in managing investments for private clients and institutions, relying on our rigorously-tested and refined collection of investment strategies aimed at helping long-term investors thrive. Our science-based approach provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and nonprofit organizations.
Our Founder
Wesley McCain
Prior to founding Towneley in 1971, Dr. McCain was an assistant professor of finance at Columbia University’s Graduate School of Business Administration. He is the founder and former chairman of Eclipse Financial Asset Trust and a former senior managing director of New York Life Investment Management, LLC. He has also served as a director of two insurance companies, one industrial company and several mutual funds. He is a past public governor and independent director of the PCX Stock & Options Exchange, PCX Equities, NYSE Arca, Inc. and the NYSE Arca Equities, Inc. Dr. McCain holds the Chartered Financial Analyst® designation. He earned a B.B.A. from the University of Michigan, an M.B.A. from Columbia University and an M.A. and Ph.D. from Stanford University. While Dr. McCain has transitioned away from client meetings and day-to-day management at Towneley, he continues to share his expertise as Chair Emeritus, serving in an advisory (non-voting) capacity on Towneley’s investment committee.
Our introductory video offers a quick review of Towneley’s 50-year history. From the company’s inception until today, we continue to adhere to our uncompromising mission of making a significant, positive impact on our clients’ financial lives.
OUR HISTORY
| 1982 | Opening of Laguna Hills Office |
|---|---|
| 1994 | Founding and Managing of Eclipse Family of Funds |
| 2003 | Launching of Towneley’s Emerging Market ETF Strategy (EMS) |
| 2005 | Roll-out of Towneley’s Global -Balanced ETF Strategy(GBS) |
| 2013 | Reorganization of Towneley as a new employee-owned
corporation
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TOWNELEY
TODAY, TOWNELEY SERVES A WIDE VARIETY OF CLIENTS:
Individuals and Families
Trusts
Retirement Plans
Scientific Societies
Foundations and Endowments
Nonprofits
Corporations and LLCs
The Towneley team embodies a powerhouse of seasoned, financial industry veterans. We draw upon decades of experience in changing market environments to meet the unique and ever-evolving needs of our clients.