News & Announcements

06.01.2021

Municipal Impact Strategy Offers HNW Investors a Unique Value Proposition

Appleton Partners is pleased to announce the introduction of a separate account strategy offering investors an ability to direct capital to American communities where it is most needed while potentially enhancing tax-exempt income and total return.

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"It is with great sadness and fond memories that Appleton announces that Kathleen (“Kathy”) Burge, a co-founder and former executive of the firm, passed away at age 75..."