Townsend

Overview

Townsend is an independent, SEC-registered registered investment adviser that serves individuals and families. The firm combines fee-based portfolio management with financial planning, and it also offers insurance brokerage services. Townsend charges clients using a mix of percentage-of-AUM fees, hourly billing, and fixed fees. Its advisory menu includes discretionary portfolio management for individuals and small businesses, financial planning, and client education through seminars and published newsletters. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Townsend has been SEC-registered since 2006 and is organized as a corporation under individual ownership. The firm positions itself to manage client assets with a focus on exchange-traded equities while also maintaining liquid, cash-like allocations for near-term needs.

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Public Holdings

Investments & Alternatives

Location & Offices