Downey Capital Management, Inc.

Downey Capital Management provides discretionary investment management to individuals, trusts, estates, charitable organizations and business entities, with a client mix concentrated among high‑net‑worth households and a general expectation of a minimum level of investable assets. Services focus on tailored portfolio management across equities, fixed income, exchange‑traded funds and, for certain clients, privately placed securities.

The firm typically constructs accounts as baskets of securities or ETF selections and uses a combination of fundamental and technical analysis to align portfolios with client objectives and risk tolerances. It generally exercises full investment discretion, aggregates trades across similar accounts, and employs cash‑management strategies while occasionally using broker‑provided research supported by commission arrangements.

Noteworthy features disclosed in the brochure include an affiliation between a firm director and a law practice, identified as a related‑party relationship, and a 2012 state consent order addressing late registration of adviser representatives that the firm reports as a disclosure event. Compared with larger peers, Downey Capital operates with a relatively small client base and makes selective use of private placements, factors that can affect liquidity, review frequency and account administration.