Since 1971, Towneley Capital Management, Inc., an SEC-registered* independent investment advisory firm, has provided investment counseling, asset management and financial planning services to hundreds of individual and institutional clients on a fee-only basis.

Our management history has included individual stock and bond portfolios, a family of publicly traded mutual funds, a trio of hedge funds and multiple mutual fund and ETF strategies. The wisdom gained from our long-term, broad market experience makes us uniquely qualified to advise our clients in all market environments.

*Towneley Capital Management, Inc. is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

Today, we serve a variety of clients:
  • Scientific Societies
  • Individuals and Couples
  • Pension Plans
  • Foundations and Endowments
  • Trusts
  • 401(k) Plans
  • Corporations and LLCs
  • Family Partnerships



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.
  • TRUST.