Silver Partner - Towneley Capital Management
The Towneley Advantage
We provide investment and fiduciary counseling, asset management and financial planning services on a fee-only basis. Our knowledge and dedication to client service flourish within a culture of trust, transparency and teamwork established in 1971. We provide services to institutions and private investors alike, deploying strategies designed to provide diversified exposure to worldwide markets. Everything we do is centered on you.
For institutional board members we are your professional resource with the specific knowledge, certifications and discipline to guide you in fulfilling your investment management and fiduciary responsibilities. Our long experience working with nonprofit organizations has taught us that one size fits one. Learn how you and your colleagues benefit when we are FOCUSEDTM on your unique organization.
The YOU DifferenceTM is our solution for families and individuals. We align our services with your financial fingerprints: the one-of-a-kind combination of your financial resources, needs, goals, fears and timeline. Whether you’re just starting out or planning wealth transfers to your descendants—or anywhere along the way—we are your key resource. We listen to your story, share your vision, create your plan, report on your progress, and help you craft the future you imagine.
Our clients benefit from our disciplined approach, adhering to a philosophy we have continually refined for over 45 years – The Towneley Advantage.
Since 1971, Towneley Capital Management, Inc., an SEC-registered* independent investment advisory firm, has provided investment counseling, asset management and financial planning services to hundreds of individual and institutional clients on a fee-only basis.
Our management history has included individual stock and bond portfolios, a family of publicly traded mutual funds, a trio of hedge funds and multiple mutual fund and ETF strategies. The wisdom gained from our long-term, broad market experience makes us uniquely qualified to advise our clients in all market environments.
*Towneley Capital Management, Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.