Accessibility

(noun):

The Quality of Being Reachable and Easily Understood

It’s understandable why many firms seek to insulate their investment professionals from active engagement with clients. Nonetheless, we think differently. At Appleton, portfolio management, research, and trading are inherently a part of relationship management. We emphasize client collaboration because it helps us deliver more effective, personalized results.

Advisor Partnerships

Financial advisors who partner with Appleton get more than just investment management solutions. You’ll gain a partner in the growth of your practice.

Explore Appleton

Private Client Services

We combine time-tested foundations of successful relationship management with our unique approach to provide solutions tailored for your specific needs.

See How We Do It

12.8

Billion

ASSETS UNDER MANAGEMENT

as of 4.1.24

37

Years

OF WEALTH MANAGEMENT

Insights:

Sharing our perspectives concerning market conditions, outlooks, and trends enhances client collaboration. Here’s what we’re talking about this month.

Review &
Outlook

04.04.24

April 2024

"Rather than harbinger of weakness to come, we found the revised employment reports more consistent with the Fed’s projections of a “soft landing...”

Economic &
Market Commentary

04.16,24

The Last Mile in the Fight Against Inflation: Shelter Costs

"With inflation still more than a point and a half over the Fed’s 2% target, critics point out the “last mile” will require pulling down core services inflation, which tends to be stickier and harder to move...

Quarterly
Perspectives

04.10,24

Making Sense of a Magnificent Market Cycle:

"Many years in the equity markets are characterized by a prevailing theme or development, at times something dramatic such as the dot com frenzy of 1999 or the subprime mortgage meltdown of 2007 and 2008 that launched the Great Financial Crisis..."

MORE INSIGHTS

100 Employee

OWNED AND OPERATED

56 Person

COHESIVE TEAM

Independent. Experienced. Committed.

We operate based on a long history of successful client relationships, and a set of defining beliefs for the way wealth management should be.

Learn about us

A Culture of Expertise and Shared Values.

Our experienced team proudly fosters an environment of collaboration and dedication, which is evident to those who work with us.

Meet the team