Our Multiple Mutual Fund Strategy, or MMFS, provides participation in global markets and the means to efficiently rebalance portfolios as changes in your needs or market conditions necessitate.
Why do we recommend a portfolio of mutual funds over a portfolio of individual stocks and bonds? Our experience has shaped our belief that mutual funds offer a more cost-effective strategy for generating risk-adjusted returns for most investors for the following reasons.
• Value and Growth Company Stocks
• Small, Medium and Large Company Stocks
• Short, Intermediate and Long-Term Bonds
• Taxable and Tax-exempt Income
• Global Stocks and Bonds
• Emerging and Developed Markets
• Multiple Currencies
The annual cost of our Multiple Mutual Fund Strategy ranges from 0.30% to 1.00% of assets invested in the strategy. The minimum investment is $2,000,000. The Multiple Mutual Fund Strategy may not be suitable for all investors.
International markets exposure can help offset domestic market risk and enhance overall portfolio performance.
As a global asset allocation specialist, Towneley manages an exchange traded fund strategy designed to provide diversified exposure to worldwide investing. This strategy offers a low-cost, highly-liquid means of tracking country-specific and broad market indexes.
Towneley’s Global Balanced Strategy is designed for clients who would like to participate in the capital appreciation potential of the major worldwide financial markets. This strategy seeks a high total return with moderate risk over the long term. We allocate assets among U.S. and foreign stocks, bonds, and commodities, and rebalance periodically.
Our exchange traded fund strategy is particularly suitable for investors with revenues or expenses in foreign currencies. Tax-exempt entities enjoy the benefits of rebalancing without tax consequences.
The annual cost of our exchange traded fund strategy ranges from 0.30% to 1.00% of assets invested. The minimum investment is $500,000. The exchange traded fund strategy may not be suitable for all investors.
For over forty years, we have provided financial planning services to our asset management clients.
Now we are pleased to extend these same services to individuals on a stand-alone basis. We prepare every analysis with the level of detail appropriate to your needs and determine costs on a project basis. Our financial planning services include:
Additional services may be available depending upon your needs.
Get Started with Towneley
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.