Appleton Answers: Private Client Workshops

Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.

Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest.  Enjoy an informative luncheon and walk away with greater insight into the subject of the day.  We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

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What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

August 18, 2021 @ 4:00 pm - 5:00 pm

Appleton Partners is pleased to invite you to participate in the next in our series of financial planning webinars.  We hope you can join us on August 18th for a discussion of various equity investment management concepts and how they relate to Appleton’s investment process. Participants are invited to submit questions and we will try to answer as many as possible during the session.

This webinar will discuss subject matter such as equity strategy style distinctions, diversification and risk management, risk factor exposures, and how we look at the intersection between quantitative and qualitative analysis.

Speaker:  Jason R. Cook, CFA, Vice President and Research Analyst

Moderator: Jim O’Neil, Esq, AEP®, Senior Vice President, Managing Director of Private Client Services

Please register through the link below. Webinar access details will be provided upon registration.


August 18, 2021
4:00 pm - 5:00 pm


Appleton Partners
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Appleton Partners
One Post Office Square
Boston, MA 02109 United States
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