We provide personal investment and fiduciary counseling, financial planning and portfolio management services on a fee-only basis to institutions, high-net-worth individuals and business owners. Our approach begins with a process of mutual inquiry to foster understanding and build the foundation for a working relationship centered on you and your needs. We counsel non-profit boards and other institutional investors on a wide range of financial and fiduciary matters. We create personal financial plans for individuals and families wishing to send a child to college, buy a home, retire or achieve other financial goals. Through our investment strategies, which are designed to provide diversified exposure to worldwide investing, we seek risk-adjusted returns appropriate to each client’s goals, needs and risk tolerance.
Towneley’s Investment Strategy principles
Our portfolio managers have been with us, on average, over 20 years and are veterans of many market cycles. Every member of our team is immersed in our way of doing business and our investment philosophy.
We work together to ensure that investment decisions are consistent with our strategies. You will have a dedicated portfolio manager who provides personal service specific to what you need and our entire professional staff is here to support you. That’s how the Towneley Advantage is focused all around you!
As an independent fee-only advisor, we objectively screen over 25,000 mutual funds and several hundred exchange traded funds for the best investment choices. We evaluate each fund for its contribution to your portfolio in terms of style, market size, industry weightings, expense ratio, performance in up-and-down markets and geographic emphasis. We personalize our fund criteria for our clients, whether you’re an institutional investor or a private client.
Let’s Start the Conversation – Tell Us About Yourself!
Call us at 800-545-4442 or 949-837-3580, send us an email or complete this form.