Towneley Capital Management, Inc.

23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653, US

1971

11-50

$5 Million

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Towneley Capital Management, Inc. was founded on January 1, 1971, and is located in Laguna Hills, California, United States. With a team of 15 employees, the company operates in the Financial Services, Capital Markets, and Investment Management industries, with a revenue of $5 million.
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Towneley Capital Management, Inc. In Short

Towneley Capital Management, Inc. was founded on January 1, 1971, and is located in Laguna Hills, California, United States. With a team of 15 employees, the company operates in the Financial Services, Capital Markets, and Investment Management industries, with a revenue of $5 million.

Company Description of Towneley Capital Management, Inc.

Since 1971, Towneley has managed investments as an independent fiduciary advisory firm helping long-term investors thrive. Our unique collection of rigorously tested and refined investment strategies provides diversified, risk-managed exposure to global markets on a fee-only platform for individuals, families, businesses, and non-profit organizations. With a breadth and depth of experience reflected in our 50-year history, our dedicated portfolio managers and advisors at Towneley average 27 years of investment industry experience, including 23 years at our firm. Our strategic investment management approach, along with our independent fiduciary structure, has allowed us to lead individuals and institutions through five decades of volatile markets while providing clear guidance for meeting their long-term goals. In addition to providing individual investors with advice, strategy, and implementation in asset management and holistic financial planning, we also deliver expert guidance and portfolio management to endowments, foundations, and scientific societies. At Towneley, we appreciate that each person and organization we work with has their own distinct needs and challenges. Therefore, we work closely with our clients to help them define their long-term goals and understand the “why” behind those goals. With a keen interest in our clients’ purpose, combined with our proprietary research-centered portfolio management, we intend that all of our clients feel confident that they will successfully achieve their financial goals. Purpose Driven | Research Based | Relationship Focused | 50 Years Strong

23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653, US

+1 9*******

15

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