OLDE TOWNE FINANCIAL MANAGEMENT CO.

Overview

Olde Towne Financial Management Co. is an independent, privately owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets basis and runs an investment program tilted toward publicly traded equities. It operates as a relatively small, hands-on adviser rather than a multi-state or institutional pension consultant, and it does not position itself as an active ESG investor. Portfolios are managed on a discretionary basis, which allows the firm to implement tactical and strategic allocations without seeking client approval for each trade. The advisory mandate centers on personalized planning and portfolio construction for individual and family clients, with an emphasis on equity exposure delivered through both individual stocks and exchange-traded instruments.

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Public Holdings

Investments & Alternatives

Location & Offices