Towneley Capital Management, Inc.

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Description

  • Remarkable Experience. Custom Approach. Consistent Long-Term Results. 45 Years Strong.Remarkable Breadth and Depth of Experience: In todays climate of workplace turnover, the experienced, knowledgeable portfolio managers at Towneley average over 20 years tenure. We must be doing something right. These consummate veterans of market fluctuation have seen it all, guiding both individuals and institutions over easy and rough terrain, with consistent long-term results. Our strategic approach, featuring cost-efficient global mutual funds and exchange traded funds, frees you to rest easy. Whether its investment counselling, planning, asset management, or expert guidance for non-profit investment stewards, weve got you covered. Custom Approach: Your style and needs are your own. At Towneley we know you may feel a bit risk averse. Or maybe not. Either way, we offer a custom approach to prudent, analysis-driven asset allocation to meet your personal financial goals or those of the institution you serve. Consistent Long-Term Results: Since 1971, Towneley has rigorously tested and applied its highly refined approach to asset management on a fee-only basis. Our unique collection of innovative investment strategies provides diversified exposure to worldwide investing for you, your business or non-profit. Dedicated to the capital advancement of *Families*Scientific Societies*Endowments*FoundationsExperience-Driven, Disciplined Investing. Towneley Capital Management.
  • location

    Headquarters:23197 La Cadena Drive Suite 103, Laguna Hills, California, United States

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  • Towneley Capital Management, Inc. phone

    Phone Number: +1 949-837-3580

  • Towneley Capital Management, Inc. website

    Website: https://www.towneley.com

  • Towneley Capital Management, Inc. employees

    Employees:12

  • Towneley Capital Management, Inc. revenue

    Revenue:$10 - 50M

  • Towneley Capital Management, Inc. legal name

    Legal Name:Towneley Capital Management, Inc.

  • Towneley Capital Management, Inc.'s Social Media

    Towneley Capital Management, Inc. linkedin
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  • |  NAICS Code: 523930  |

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Vice President for Towneley Capital Management, Inc.

Ernie Garrett

Vice President

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View Employees

Ernie Garrett

Vice President

Aifa Robyn Bahlinger

Director Of Fiduciary Services

Aifa Robyn Clarke

Director Of Fiduciary Services

Shannon Swift

Innovation And Strategic Manager

Heidi Haynes

Portfolio Manager

Frequently Asked Questions regarding Towneley Capital Management, Inc.

  • Where are Towneley Capital Management, Inc.'s Headquarters?

    Towneley Capital Management, Inc.'s Headquarters are in 23197 La Cadena Drive Suite 103,Laguna Hills,California,United States

  • What is Towneley Capital Management, Inc.'s phone number?

    Towneley Capital Management, Inc.'s phone number is +1 949-837-3580

  • What is Towneley Capital Management, Inc.'s official website?

    Towneley Capital Management, Inc.'s official website is https://www.towneley.com

  • What is Towneley Capital Management, Inc.'s Revenue?

    Towneley Capital Management, Inc.'s revenue is $10 - 50M

  • What is Towneley Capital Management, Inc.'s NAICS code?

    Towneley Capital Management, Inc.'s NAICS code is 523930

  • How many employees are working in Towneley Capital Management, Inc.

    Towneley Capital Management, Inc. has 12 employees

  • What is Towneley Capital Management, Inc.'s Industry?

    Towneley Capital Management, Inc. is in the industry of Investment Management

  • Who is Towneley Capital Management, Inc.'s Vice President?

    Towneley Capital Management, Inc.'s Vice President is Ernie Garrett

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