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 advisors
assets under management
Rounded to the nearest decimal as of 11.30.2019
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
of wealth management
Sharing our perspectives concerning market conditions, outlooks and trends enhances client collaboration. Here’s what we’re talking about this month.
“At times we are asked how Appleton’s credit research team covers tax-exempt markets comprised of more than 50,000 bond issuers and more than 1 million total bonds outstanding. The answer lies in the alignment of our research efforts with the nature of our investment process.”Learn More
Economic & Market
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 More
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 More
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
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