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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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.

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of wealth management


Sharing our perspectives concerning market conditions, outlooks and trends enhances client collaboration. Here’s what we’re talking about this month.

Review &

December 2019

“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.”

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…”


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…”



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.

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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.

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