News & Announcements


Whitney Fitts, CFA Featured on Bloomberg Markets: “The Close” Highlighting Opportunities in Municipals

Whitney Fitts, Fixed Income Portfolio Manager joined Bloomberg TV’s Romaine Bostick and Katie Greifeld to discuss the current market conditions and buying opportunities for Municipal Bonds.  Here they highlight issuance levels and current municipal market trends.


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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.