ASAE - Towneley Capital Management Inc

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About

Financial / Investment Services / Retirement Services, Financial Reporting / Tracking

1 More

Consultants

Investment, Asset Management

Headquarters

23197 La Cadena Dr, Laguna Hills, CA 92653-1484, USA

Towneley Capital Management Inc

Guiding Associations Toward Financial Excellence with Tailored Investment Solutions.

With a legacy spanning over five decades, this company stands as a beacon of expertise in the realm of investment advisory services, catering specifically to the needs of the association industry. Based in Laguna Hills, California, it is known for its independent and research-based investment strategies, crafted to offer diversified exposure for scientific societies, professional associations, foundations, and other non-profit institutions. The firm's commitment to risk-adjusted returns and its focus on meeting the short and long-term objectives of its clients are evident in its carefully designed portfolio management services.

The experienced team of financial professionals at this organization is dedicated to supporting the missions of diverse associations through tailored consulting services. Their depth of experience is brought to bear as they fulfill fiduciary responsibilities and provide asset management and financial counseling. By applying a time-tested approach and leveraging a wealth of institutional investing experience, this firm ensures that each client benefits from a bespoke strategy, thereby empowering organizations to thrive and make meaningful impacts in their respective fields.