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 financial planning and portfolio management strategies along with diligent, timely, and always courteous and friendly service, is offered on a fee-only basis to individuals, business owners, institutions, non-profit 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 individuality 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. One 30-year private Towneley client says, “I feel confident they want what’s best for me.”*
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.
INSTITUTIONS
You need a dependable partner by your side. As a member of a scientific society, professional association, foundation, endowment, or other non-profit 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. One institutional client for 25 years reflects on the 2008-2009 financial crisis, “Towneley was a calm voice. Their steady, consistent guidance kept us on track through those difficult times. We were then in a position to thrive when the recovery happened.”*
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 up to at least $50,000,000. 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.
TOWNELEY 360 PROCESS
drive impact forward with research-based institutional investing
In House, Research-Based
Deep-dive analysis of data
Purpose-Driven Planning
Qualitative and quantitative solutions
Investments focused on clients’ purpose
Elimination of unnecessary risk and taxes
Experienced Team
20 years average tenure
One-on-one meetings customized to each client
Full transparency and trust with clients
Portfolio Monitoring
Timely adjustments as your organization’s mission 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