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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11.5

Billion

assets under management

as of 10.3.2022

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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36

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 &
Outlook10.06

October 2022

“The biggest rate surprise last month came not from the US, but the UK. Prime Minister Liz Truss’s unexpectedly large, proposed tax cuts had the government engaged in stimulus while the Bank of England (BOE) was tightening…”

Economic & Market
Commentary09.19

Beyond Ladders: Attributes of Active Bond Management

The asset management industry has long wrestled with the active versus passive debate across a spectrum of asset classes. At Appleton, we are strong advocates of active municipal bond management as it affords us the ability to customize solutions and capitalize on opportunities to add incremental yield and total return. Contrasting active municipal strategies with bond ladders, the most common passively managed tax-exempt strategy, warrants considering the characteristics and attributes of each approach.

Quarterly
Perspectives06.30

Fortifying Financial Decision-Making

“Generation X households are likely to inherit a staggering $30 trillion in wealth over the next 25 years and overtake the Baby Boomers as America’s wealthiest generation. The magnitude of this dynamic has caught the attention of wealth management professionals, and what is unfolding in an aging America is also likely to have a profound effect on individual relationships with money.”

100%

Employee

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.

Learn About Us

56

Person

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