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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"The devastating Los Angeles area wildfires are front and center in our minds."
"Appleton Partners, Inc., is pleased to announce that Caroline Schmidt, CFA, Municipal Research Analyst, has been named Treasurer of the Boston Municipal Analysts Forum (“BMAF”)."