Towneley Capital Management, Inc. helps board members fulfill their investment management and fiduciary responsibilities. Our clients include scientific societies, professional associations, foundations, corporations and other entities. The wisdom gained from our long-term, broad market experience qualifies us to expertly advise our clients in all market environments. Through the decades we've developed the firm conviction that mutual funds and exchange traded funds offer global diversification at the lowest possible cost. These investments provide us with an excellent vehicle to manage risk and efficiently rebalance your portfolio.

Our experienced investment team designs mutual fund and exchange traded fund portfolios to meet your organization's specific short- and long-term objectives, such as ensuring a source of working capital and growing and preserving restricted endowment and reserve funds. In addition to our asset management services, we also offer advice and assistance with various matters, including investment policy statements, employee retirement plans and business acquisitions.

At Towneley, we know each client's circumstances are unique and deserve personal attention. For example, we are happy to tailor our periodic reporting to ensure that the data are presented in the formats that best meet the needs of your finance committee or board of directors.