Our Company

Towneley Capital Management, Inc. (www.towneley.com) is an SEC-registered independent investment advisory firm founded in 1971.  Our highly trained and experienced portfolio management team, with an average tenure of over 18 years, provides continuity of service and consistent investment strategy.  Towneley offers investment counseling, asset management and financial planning services on a fee-only basis.  Our primary service is designing and managing customized portfolios of no-load mutual funds for institutions and individuals. We also offer three international exchange traded fund investment strategies.  

For over 35 years, we have maintained a loyal base of clients through superior long-term results, strict adherence to our investment philosophy, and continuous commitment to client service.  We constantly strive to add value to our client service through ongoing research and analysis of the financial markets and by encouraging and supporting the continuing education of our staff.

Currently, we manage the following types of accounts for many kinds of U.S. and non-U.S. investors:

Towneley – Yesterday and Today  

• We opened our first office in New York in 1971, specializing in value oriented equity and balanced strategies for institutions and individuals.  We based our approach on a combination of bottom-up fundamental analysis and advanced quantitative techniques.

• In 1982 we opened the Laguna Hills office to provide more personalized investment service.  In 1987 we introduced the Multiple Mutual Fund Program (MMFP), which incorporates investment management of customized no-load mutual fund portfolios and financial planning services.

• To further expand our value equity strategy, we founded the Eclipse family of no-load mutual funds in the late 1980s. Towneley managed the four Eclipse funds--Small Cap Value (inception 1987), Mid Cap Value (inception 1994), Balanced (inception 1989) and Ultra Short Term Income (inception 1994), until late 2000.

• In December 2000, we sold the Eclipse funds along with our New York-based separate account business, representing approximately $700 million in assets under management. 

•  In June 2003, we developed two new international exchange traded fund (“ETF”) strategies. The strategies utilize country-specific exchange traded index funds to invest in developed and emerging global markets.  The concept involves rotating investments and amounts invested among countries based on local market valuation, currency and interest rates.

• In January 2005, we introduced the Global Balanced ETF strategy.  The objective of this strategy is to target high total return with moderate risk over the long term.  Assets are allocated between U.S. and foreign fixed income, equity and hard assets, and rebalanced periodically.

• Currently Towneley manages approximately $400 million in assets

• If you would like further information about our services please see (link to brochure) or complete (link to request information)