Advisor Partnerships
Financial advisors who partner with Appleton get more than just investment management solutions. You’ll gain a partner in the growth of your practice.
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assets under management
as of 1.1.2023
Private Client Services
We combine time-tested foundations of successful relationship management with our unique approach to provide solutions tailored for your specific needs.
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of wealth management
Insights:
Sharing our perspectives concerning market conditions, outlooks and trends enhances client collaboration. Here’s what we’re talking about this month.
Review &
Outlook01.05
January 2023
“Nothing better underscores how year-end is a symbolic and not actual change than a string of indistinguishable dreary days connecting December to January. Still, the turning of the year is a traditional time to take stock, and with that in mind we’re taking a bigger picture view than normal in our review…”
Learn MoreEconomic & Market
Commentary01.17
2023 Municipal Sector Outlook
Appleton’s analysts strike a more cautious tone for 2023. A look at sector specific credit dynamics.
Learn MoreQuarterly
Perspectives12.31
Navigating Turbulent Times
“We will refrain from offering a comprehensive year-end market retrospective as the financial media has thoroughly covered that ground, and some may prefer not to revisit the details. Instead, our objective is simply to draw upon 2022’s investment experience as a means of reinforcing more personal, timeless planning guidance.”
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Owned and Operated
Independent. Experienced. Committed.
We operate based on a long history of successful client relationships, and a set of defining beliefs for the way wealth management should be.
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Cohesive Team
A Culture of Expertise and Shared Values.
Our experienced team proudly fosters an environment of collaboration and dedication, which is evident to those who work with us.
Meet the Team