We provide investment and fiduciary counseling, asset management and financial planning services on a fee-only basis. Our knowledge and dedication to client service flourish within a culture of trust, transparency and teamwork established in 1971. We provide services to institutions and private investors alike, deploying strategies designed to provide diversified exposure to worldwide markets. Everything we do is centered on you.
For institutional board members we are your professional resource with the specific knowledge, certifications and discipline to guide you in fulfilling your investment management and fiduciary responsibilities. Our long experience working with nonprofit organizations has taught us that one size fits one. Learn how you and your colleagues benefit when we are FOCUSEDTM on your unique organization.
The YOU DifferenceTM is our solution for families and individuals. We align our services with your financial fingerprints: the one-of-a-kind combination of your financial resources, needs, goals, fears and timeline. Whether you’re just starting out or planning wealth transfers to your descendants—or anywhere along the way—we are your key resource. We listen to your story, share your vision, create your plan, report on your progress, and help you craft the future you imagine.
Our clients benefit from our disciplined approach, adhering to a philosophy we have continually refined for over 45 years – The Towneley Advantage.
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.