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.

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9.5

Billion

assets under management

as of October 2018

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

32

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 &
Outlook10.09

October 2018

“As expected, the Federal Reserve raised the Fed Funds Rate to a range of 2-2.25% in September and dropped “accommodative” from their assessment of monetary policy. The Fed’s “dot plot” shows 12 of the 16 officials favor a fourth hike in 2018…”

Economic & Market
Commentary06.30

Duration Decision-Making:
Opportunities and Considerations

“Despite 10Yr Treasuries already more than doubling off their 2016 lows, many foresee continued upward pressure over time should the expansion remain intact. . . “

Quarterly
Perspectives09.30

A Long Winning Season Forges Ahead

“Hall of Fame catcher and noted baseball sage Yogi Berra famously quipped, ‘It ain’t over till it’s over.’ His aphorism is usually taken as a never-say-die rallying cry for underdogs and longshots, but it’s also good advice when you’re riding the highs of a winning streak…”

100%

Employee

Owned and Operated

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

47

Person

Cohesive Team

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