True to Our
Investment
Beliefs
Appleton Partners was founded on the same principle it follows today: the best approach to achieving a client’s specific investment objectives is through separate account management. We align portfolio parameters with well-defined goals and maintain a consistent, highly-disciplined investment philosophy and process that emphasizes quality, liquidity and tax efficiency.
Personalization
We believe your clients are more likely to reach their goals with a portfolio that reflects their personal needs and circumstances. That’s why we seek to incorporate individual tax situations, risk tolerance, asset exposures, and income requirements to the extent possible.
Solutions,
Not Products
Managing separate accounts affords us an ability to tailor solutions around unique client objectives. That’s a key element of the investment partnership we offer registered investment advisors and financial advisors.
Active, Disciplined
Approach
Markets are dynamic, so we make it a priority to maintain the flexibility needed to prudently react to changes in the credit, interest rate and yield curve environments, all the while maintaining investment process discipline.
Clients deserve more than just portfolio management. We aim to deliver personalized, risk-efficient solutions aligned with clear investment objectives.
Gregory A. Lally
Senior Vice President / Fixed Income Portfolio Manager
Separate Account Solutions
Separate account strategies allow us to tailor client portfolios to tax needs and risk profiles, thereby enhancing our ability to optimize outcomes.