True to Our Heritage
Appleton Partners was founded on the same principle it follows today: the best approach to achieving a client’s specific objectives is through separate account management. For nearly 25 years, we have stayed true to our belief in managing every relationship and each account to meet the unique needs of our clients. We are the antithesis of a one-size-fits-all mentality, offering objective advice and customized portfolios to address the specific assets and aspirations of our client.
Longevity and Legacy
Our portfolio managers average more than 25 years of investment experience, having executed investment strategies in some of the most challenging interest rate environments. Empowered by familiarity with market complexities and dynamics, our seasoned team of market professionals leverages its collective experience, skills and wisdom to manage portfolio strategies to meet the long-term objectives of our clients.
Established Relationships
The longevity of our client relationships, many of whom are multi-generational, is testament to the trust and confidence our clients instill in us as partners in wealth management. We manage over $3.9 billion in client assets for high-net worth-individuals, corporations, foundations, and pension and profit-sharing plans in 45 states and abroad.
> Meet Our Management Team
Our experienced team of investment advisors, portfolio managers and analysts offers a refined combination of expertise, integrity and commitment to develop customized portfolios that balance capital preservation, and growth tax considerations.