Accessibility

(noun):

The Quality of Being Reachable and Easily Understood

It’s understandable why many firms seek to insulate their investment professionals from active engagement with clients. Nonetheless, we think differently. At Appleton, portfolio management, research, and trading are inherently a part of relationship management. We emphasize client collaboration because it helps us deliver more effective, personalized results.

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.

Private Client Services

We combine time-tested foundations of successful relationship management with our unique approach to provide solutions tailored for your specific needs.

12.6

Billion

ASSETS UNDER MANAGEMENT
as of 2.1.24

37

Years

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 &
Outlook
"The most important moment of the Federal Reserve meeting on January 31st was Powell’s response to the final question about the risks posed by economic strength. He indicated in no uncertain terms that the Fed was no longer very concerned about strong consumption or growth, since inflation had continued to fall the entire second half of the year despite a fast-growing economy..."
Economic &
Market Commentary
Quarterly
Perspectives
"The recent passing of legendary investor Charlie Munger has prompted many prominent investors to publicly reflect upon his wisdom. The human element was often central to Munger’s insights concerning investment decision-making, and he was a pioneer in the field of behavioral finance."

100

%

Employee

OWNED AND OPERATED

58

Person

COHESIVE TEAM

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.

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.