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Relationship (noun):

A State of Being Connected and Engaged

A lot of firms say they value building relationships, but if you’re not treated as more than just a client, the words fall flat. At Appleton, we treat every client like our only client, with personalized financial planning and investment solutions tailored to your unique needs, with the accessible, transparent partnership you expect and deserve.
Independence (noun):

The Fact or State of Being Independent

Appleton has been 100% employee-owned and operated since our 1986 founding. To us, this autonomy means much more than controlling our own destiny. It also speaks to the value we place on maintaining an uncompromised focus on each client’s needs and a collegial, collaborative culture.
Customization (noun):

The Action of Modifying to Suit an Individual or Task

Most firms say they offer solutions, but is that really the case with packaged product offerings? At Appleton, we seek to fully understand each client’s objectives and then develop tailored separate account portfolios aimed at addressing those needs.
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.
Discover True Partnership

Insights:

September 2025

"For the second straight year, the biggest economic news of August came in Jerome Powell’s Jackson Hole testimony. In a speech taken as dovish (likely more so than he intended), Powell brought the Fed’s dual mandate back into balance after an extended period in which the price stability mandate dominated. And, while the Fed remains concerned over inflation in the pipeline, Powell painted labor market weakness as a more immediate risk. In response, futures markets fully priced in a September cut..."
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Unlocking Portfolio Resilience Through Diversification

"As Harry Markowitz, the father of Modern Portfolio Theory, put it, “The only free lunch is diversification.” This quote underscores one of the most fundamental principles of investing: managing risk and reducing volatility by spreading investments across assets and asset classes with distinct risk exposures..."
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State Revenues and Municipal Credit Quality Are Holding Up Well

"Mirroring the resilient national economy, State tax revenues have followed a relatively positive trend, particularly after a short-lived decline in late 2023 through early 2024. The trailing-twelve-month growth rate of +2.4% as of August 2025 is not remarkable, but more than strong enough to support essential budgetary needs..."
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Separate Account Management

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

Investment Strategies

Wealth Management

We combine foundations of successful relationship management with a customized investment approach to provide solutions tailored to your specific needs.

Investment Solutions
$
12.4

Billion

ASSETS UNDER MANAGEMENT
as of 9.30.25
39

Years

OF WEALTH MANAGEMENT

100

%

Employee

OWNED AND OPERATED

59

Person

COHESIVE TEAM

Committed
Engaged

Appleton is dedicated to making a difference and proud of our partnerships that support our local community through volunteering, sponsorships and philanthropy.

See how

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
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