Flexibility Fosters Customization

Non-profit relationships demand understanding and engagement, and our investment solutions are developed in accordance with the needs and goals of non-profit organizations.

All Hands on Deck

At Appleton, we stand ready to provide the operational support needed to advance your development goals, while also actively interfacing with outside specialists important to your mission.

There for You

Accessibility is central to our values, and our private client team prioritizes supporting non-profit organizations at the management, board and investment committee levels.