Active Management of Individually Managed Portfolios
Staying on top of the financial markets and economic trends to identify and take advantage of opportunities is a full-time job-one that requires full-time active management. That's precisely what you get with Appleton Partners.
While many of the portfolios we manage seek capital preservation with growth, and feature a balance of large-cap growth stocks with high-grade, intermediate-term or municipal bonds, each portfolio is distinct and managed separately.
Appleton Partners' approach to making investment decisions is an evolving process. We use both technical and fundamental analyses to make investment decisions, and we consider the impact of economic cycles, as well as your specific needs and your stage in life. We do not lump all accounts into the same boat. We do purchase individual securities for clients. And while we work collaboratively, drawing on the talents and insight of our colleagues, we do not make investment decisions by committee.
Our investment management approaches include:
LARGE CAP EQUITY
Appleton Partners looks for accelerating profits, unit growth, relative, pricing power,
high or improving margins, and companies with a lock on their market. We focus on what the
market pays for and select the most opportunistic investments based on your objectives and
tolerance for risk.
Equities (Learn more)
MUNICIPAL FIXED INCOME
Our portfolios emphasize very high quality and reduced interest rate risk by investing primarily
in defensive, intermediate bonds.
Core Municipal Fixed Income (Learn more)
TAXABLE FIXED INCOME MARKET
Our goal is to maximize returns while maintaining a risk profile below that of the market.
As with our other products, preservation of capital plus long term growth of principal and income is
the goal we strive for.
Core Taxable Fixed Income Market (Learn more)
SHORT-TERM INVESTMENTS
Our short-term investment strategy is to provide principal preservation while at
the same time providing liquidity and tax-efficient total return for cash reserves of individuals,
corporations, public funds, endowments and pension plans.
Short Term Municipal Fixed Income (Learn more)
BALANCED ASSET MANAGEMENT
Our balanced portfolios seek long-term growth and income while minimizing both risk and tax
liabilities. They feature a blend of large-cap growth stocks with high-grade, intermediate-
and short-term bonds.
Balanced Asset Management (Learn more)