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
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.

 

WHEN IT COMES TO MANAGING YOUR ASSETS

MAKE THE WISE CHOISE