Customized
Portfolios for
Dynamic Investors

Our clients range from executives planning a secure retirement, to families looking to preserve their assets for future generations, to businesses and foundations seeking expert investment advice. Our individualized and personal approach of separate account management appeals to investors from all walks and at every stage of life.

We offer a comprehensive array of customized wealth management solutions based upon the unique and dynamic needs of each and every unique and dynamic client:

LARGE CAP EQUITY

Appleton Partners looks for accelerating profits, unit growth, relative pricing power, high or improving margins, and companies with a lock on their market. We focus on what the market pays for and select the most opportunistic investments based on your objectives and tolerance for risk.

MUNICIPAL FIXED INCOME

Our portfolios emphasize very high quality and reduced interest rate risk by investing primarily in defensive, intermediate bonds.

TAXABLE FIXED INCOME MARKET

We seek to maximize returns while maintaining a risk profile below that of the market. As with our other products, preservation of capital plus long term growth of principal and income is the goal we strive for.

SHORT-TERM INVESTMENTS

Our short-term investment strategy is to provide principal preservation while at the same time providing liquidity and tax-efficient total return for cash reserves of individuals, corporations, public funds, endowments and pension plans.

BALANCED ASSET MANAGEMENT

Our balanced portfolios seek long-term growth and income while minimizing both risk and tax liabilities. They feature a blend of large-cap growth stocks with high-grade, intermediate-and short-term bonds.