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.
From the very beginning, we build a foundation of genuine listening and sharing answers to your questions, growing a relationship that is centered on you and your vision.
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. Your Peace of Mind Is Our Greatest Asset.
PRIVATE CLIENTS
For private clients, whether it’s a need for retirement or legacy planning, or preparing for any milestone event, Towneley helps individuals and families thrive by aligning financial planning and management with life purpose.
INSTITUTIONS
For scientific societies, professional associations, foundations, endowments, or non-profit institutions, Towneley combines decades of experience, science-based financial strategy, and reliable client service that’s centered on the unique needs and goals of each entity. As one institutional client of 25 years observes, “You have a sense that Towneley is in the boat with you, rowing in exactly the same direction, helping you be successful.”