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.