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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10.2

Billion

assets under management

as of May 1, 2019

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

33

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 &
Outlook05.07

May 2019

“Municipals have been in high demand due to a confluence of factors, none of which we see dissipating anytime soon…”

Economic & Market
Commentary02.25

Beyond Ladders:
Attributes of Active Management

“In the tax-exempt markets, the debate is often seen through the lens of active vs. laddered bond strategies, particularly with separately managed accounts.  While there are merits to both approaches, and they appeal to different investor needs, we believe active management has certain inherent advantages…”

Quarterly
Perspectives03.31

Sympathy for the Yield Curve

“The US economy is showing vulnerability to geopolitical risk, but – as Mick Jagger once sang in ‘Sympathy for the Devil’ – “as heads is tails,” a bear reading and a bull reading of the economy may explain the seeming contradiction of the first quarter…”

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

49

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