Municipal Impact Strategy Offers HNW Investors a Unique Value Proposition

Appleton Partners is pleased to announce the introduction of a separate account strategy offering investors an ability to direct capital to American communities where it is most needed while potentially enhancing tax-exempt income and total return.

05.01.2024

Appleton Partners Bolsters Private Client Sales Team

Thomas Hagstrom, CFA, has been named Director of Business Development, Private Client Services. He joins Appleton Partners from Charles Schwab & Co. where he served as Managing Director and Head, Client Portfolio Strategist Group.

01.16.2024

Appleton Among Largest Fee-Only RIAs for 2023 According to Investment News

Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.

01.08.2024

Appleton Partners Strengthens Municipal Investment Team

Appleton Partners, Inc., announced today the elevation of two senior members of the municipal investment team who are taking on newly created roles to solidify the firm’s focus on long-term growth.