
Make it stand out
Towneley
Our Mission
Since 1971, Towneley Capital Management, Inc., an
SEC- registered* independent investment advisory firm, has
provided investment counseling, asset management and
financial planning services to hundreds of individual and
institutional clients on a fee-only basis.
SOLUTIONS
overview
We provide investment and fiduciary counseling, asset management and financial planning to institutions and private investors alike, deploying strategies designed to provide diversified exposure to worldwide markets. Everything we do is centered on you.
SOLUTIONS FOR
INSTITUTIONS
As a member of a scientific society, professional association, foundation, endowment or other non-profit institution, you need a dependable partner—one that will help guide you in fulfilling your fiduciary responsibilities while prudently serving your investment management needs.
SOLUTIONS FOR
PRIVATE CLIENTS
For families and individuals, we align our services with your financial fingerprints: the one-of-a-kind combination of your financial resources, needs, goals, concerns and time horizon.

NEWS & ARTICLES
1982 | We opened our Laguna Hills Office |
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1994 | We founded and managed the Eclipse family of mutual funds |
2003 | We launched our Emerging Market ETF Strategy (EMS) |
2005 | We rolled out our Global Balanced ETF Strategy (GBS) |
2013 | Towneley reorganized as a new employee-owned corporation |
OUR HISTORY
50 YEARS OF INVESTING IN THE EQUITY OF RELATIONSHIPS
Since 1971, upon the opening of our New York office, Towneley has offered value-oriented equity, balanced and fixed income strategies for institutions and individuals based on a combination of bottom-up fundamental analysis and quantitative techniques.
