News & Announcements


Appleton Partners: 2020 Vision

Appleton – 2020 Vision:

Since our founding in 1986, Appleton Partners has remained 100% employee-owned, an operating model that optimally aligns our interests with those of our clients, while also preserving our culture.  While we are pleased with our growth, our commitment to collaborative, personalized separate account management is paramount. We aim to be a true partner, not a product provider. We do not incubate strategies; rather, they develop organically based on client needs.  Over the years, we have continually invested in resources that make a difference to clients. Personnel and technology have been added to Credit Research, Operations, and Relationship Management, all with an eye on enhancing investment performance, client service, and internal efficiency. We greatly value our relationship and look forward to working with you in 2020 and beyond.


Appleton is proud to announce that our firm was identified as the 5th largest fee-only RIA in the Northeast Region by Investment News for 2023.
Appleton Partners, Inc., announced today the elevation of two senior members of the municipal investment team who are taking on newly created roles to solidify the firm’s focus on long-term growth.
It is with great sadness that we announce the passing of James Ladge, CFA on September 29, 2023, after a courageous battle with an aggressive illness. On behalf of everyone at Appleton Partners, please join us in keeping Jim’s family in your thoughts.