Towneley Capital Management, Inc. Email Format

Investment ManagementCalifornia, United States11-50 Employees

Towneley Capital Management, Inc. operates as an independent fiduciary investment adviser offering a fee-only platform with diversified, risk-managed exposure to global markets through a curated set of tested strategies.
The firm is supported by a team of seasoned portfolio managers and advisors who average 27 years in the investment industry, including 23 years with Towneley.

It provides advice, strategy, and implementation in asset management and holistic financial planning for individuals, and delivers portfolio management and guidance to endowments, foundations, and scientific societies.
Its independent fiduciary structure and research-centered approach aim to help clients define long-term goals and navigate volatility across market cycles.
Based in Laguna Hills, California, the firm traces its history to 1971, reflecting a long-standing presence in the investment management industry.

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