Appleton Partners Claims Compliance with Global Investment Performance Standards (GIPS®)

Appleton Partners, Inc. (“Appleton”) claims compliance with Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Appleton Partners, Inc. has been independently verified for the periods 1/1/2004 through 12/31/2023. The verification report is available upon request. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. Verification provides assurance on whether the firm’s policies and procedures related to composite and pooled fund maintenance, as well as the calculation, presentation, and distribution of performance, have been designed in compliance with the GIPS standards and have been implemented on a firm-wide basis. Verification does not provide assurance on the accuracy of any specific performance report. Appleton Partners, Inc., an independent advisor registered under the Investment Advisors Act of 1940, was founded in 1986, and manages equity, fixed income, and balanced strategies.

The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. The GIPS standards were created and are administered by CFA Institute, the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA®) designation, among others.

To obtain GIPS-compliant performance information for the firm’s strategies, please email [email protected], call (617) 338-0700, or write to Appleton Partners, Inc., One Post Office Square, Boston, MA 02109.