Since 1971, Towneley Capital Management, Inc. has provided expert services to private investors and institutions alike.

Towneley helps institution board members fulfill their investment management and fiduciary responsibilities. We design mutual fund and exchange traded fund portfolios to meet each 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. Our clients include scientific societies, professional associations, foundations, corporations and other entities.  

Focused on wealth preservation and enhancement, we also help individuals reach their investment goals. Our experienced investment team designs and manages mutual fund and exchange traded fund portfolios designed to serve each client's unique needs. In addition to investment counseling and management, we offer a variety of financial planning services. Our clients include executives, business owners, retirees and families saving for college or retirement.