In today’s investment landscape, our professional asset management frees you from the ongoing burden of monitoring developments across increasingly complex markets. Whether you’re an executive, business owner, retiree or a family saving for college or retirement, our goal is to help you preserve and enhance one of your most precious assets: your wealth.

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, keeping your assets invested while providing you with global diversification far beyond that attainable with a portfolio of individual securities.

At Towneley, we know each client’s circumstances are unique and deserve our personal attention. Over the years, through multiple market cycles, we have developed consistent, sophisticated investment strategies that we tailor to meet the needs of our diverse clientele.

Our experienced investment team designs and manages mutual fund and exchange traded fund portfolios to help meet your particular objectives. Since every member of our portfolio management team is either a Certified Financial Planner or a Chartered Financial Analyst, you can rest assured that your advisor is aware of the tax treatment of investment choices. In addition to investment counseling and management, we offer a variety of financial planning services. We focus on our strengths, providing you with time to focus on yours.