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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11.7

Billion

assets under management

as of 9.1.2020

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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34

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 &
Outlook09.03

September 2020

“With revenues down across nearly all sectors, rating agencies have taken notice, with Q2 ’20 downgrades – 81 by Moody’s and 207 by S&P – far outpacing upgrades…We expect a weaker ratings trend to continue over the next couple of quarters, although primarily in sectors such as transportation, higher education and healthcare…”

Economic & Market
Commentary02.05

Operating in a Low Yield Environment

“Riding a multi-decade fixed income bull market, municipal bond yields have fallen to levels not seen since the Eisenhower presidency.  For those not well versed in American political history, that would be the 1950s, a time period that predates the professional experience of nearly all of today’s financial advisors…”

Quarterly
Perspectives06.30

An Age of No Limits

“On April 9th, Federal Reserve Chairman Jerome Powell declared that the U.S. central bank was committed to “forcefully, pro-actively, and aggressively” helping the country recover, and that there were “no limits” to the money the Fed could deploy…The eventual implications of these prescriptions remain unknown…”

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

54

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