A complete list of active advisors currently associated with Towne Investments LLC

Warmer can help you find a great advisor at Towne Investments LLC or one who fits your needs even better.

The firm primarily serves individual clients and offers discretionary portfolio management alongside investment consulting. Its advice is focused on equities (stocks and stock funds) with select use of bond funds, commodity and REIT funds, cash and money market instruments; it manages about $17.9 million for roughly 32 clients and generally expects a $50,000 minimum that may be waived. The adviser emphasizes long-term ownership of companies it views as wealth-compounding, applying quality and valuation metrics to try to identify attractive entry points and using mutual funds with low expenses when appropriate. Portfolios can be relatively concentrated versus broad indexes, clients may impose investment restrictions, and accounts are reviewed monthly with typical client reporting provided quarterly. What distinguishes the firm is that, despite being a solo practitioner primarily serving individuals, it also provides portfolio management and consultation to institutional clients — a less common offering among peers. The firm operates on a fully discretionary basis only, bills quarterly with a per-month proration policy for withdrawals, does not accept proxy voting authority, and discloses that the principal experienced a personal bankruptcy in 2009 tied to a prior small-business failure.

To learn more about the advisors currently working at Towne Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.