Partnerships that Transcend Products
We take our relationships with financial advisors seriously, emphasizing transparency, flexibility, and communication at every turn. As an investment advisor and fiduciary, we understand your commitment to clients and work collaboratively to help you meet investor objectives.
Our sales and marketing team is eager to support you and your clients. Reach out and let’s work together.
We are committed to being responsive to advisor and investor needs, while seeking to add tangible relationship value.
Private Client History
Adding financial advisor relationships to our practice was a natural transition. Appleton was founded in 1986 as a Boston-based investment advisor to private clients, and we leverage the wealth management model on which our firm was built to the benefit of financial advisors and their investors.
At Appleton, portfolio managers are also relationship managers. When you work with us, you interact with experienced investors – not wholesalers. Because we believe the individuals making investment decisions are best equipped to explain them.
Our relationships with advisors are fostered, not handed off. We build trust you can draw upon as your practice grows.
Insight enhances partnership. By sharing topical economic, market, and portfolio perspectives, we seek to add tangible value to advisor relationships.
Appleton Partners is a true client-centric organization that delivers customized investment solutions to financial advisors and their clients. Our breadth of experience, attention to detail, and accessible, engaged client service support the development of successful, long-term advisor relationships.
H.L. Jeffrey Johnson
Senior Vice President / National Sales Manager