WHY CHOOSE TOWNELEY?

WHY CHOOSE TOWNELEY?

As fiduciaries, Towneley provides highly-personalized investment counseling centered entirely on the best interest of the client, based on short and long-term financial goals. Our portfolio management strategies along with diligent, timely, and always courteous and friendly service, is offered on a fee-only basis to institutions, nonprofit boards, and foundations.

  • Our approach begins with a listening process designed to truly understand your investment vision. Your voice and perspective shape the foundation of our partnership, ensuring that your investment journey reflects your organization’s goals and objectives.

  • With Towneley, the open-door foundation of listening, addressing questions, and being available never ends. It remains consistent through the life of the relationship.

  • Towneley’s trusted and time-tested investment strategies are designed to provide diversified exposure to worldwide investing. We seek risk-adjusted returns appropriate to each client’s goals, needs and risk tolerance.

PRIVATE CLIENTS
institutions

INSTITUTIONS

You need a dependable partner by your side. As a member of a scientific society, professional association, foundation, endowment, or other nonprofit institution, Towneley brings over 50 years of experience and understanding of institutional needs and fiduciary requirements. Towneley brings a long-game view to the financial challenges of today, helping your organization stay aligned with its vision.

Our experienced investment team designs your organization’s portfolios to meet your specific short and long-term objectives. We believe mutual funds and exchange-traded funds offer cost effective global diversification for most institutional portfolios. Mutual funds and exchange traded funds enable us to efficiently create and rebalance diversified portfolios that reflect each institution’s unique goals, needs and risk tolerance.

OUR PROCESS

drive impact forward with research-based institutional investing

In House, Research-Based

  • Deep-dive analysis of data

Purpose-Driven

  • Qualitative and quantitative solutions

  • Investments focused on clients’ purpose

  • Attention to risk, costs, and tax considerations, where applicable

Experienced Team

  • 17 years average tenure

  • One-on-one meetings tailored to each client’s needs, objectives and circumstances

  • A relationship built on transparency, accessibility, and trust

Portfolio Monitoring

  • Timely adjustments as your organization evolves

  • Ongoing evaluation and periodic rebalancing to support lasting impact

  • Online access to reports and statements

Fiduciary Support

  • Education regarding fiduciary standards and best practices