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 for advisors10.9
assets under management
Rounded to the nearest decimal as of 11.1.2019
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 it33
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 &
Outlook11.06
November 2019
“A steeper muni yield curve is welcome as it now offers a bit more value for adding duration…”
Learn MoreEconomic & Market
Commentary11.13
Differentiating Credit Vigilance From Complacency
“All too often favorable capital market conditions have generated a degree of investor and analyst complacency. With municipal credit spreads at near record lows, the margin for safety has been diminished…”
Learn MoreQuarterly
Perspectives09.30
Demystifying and Demilitarizing Trade
“In a recent speech concerning risks to the US economy, noted economist Robert Shiller discussed the term “trade war” and how its meaning has evolved over time…”
Learn More100%
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 Us52
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