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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9.6

Billion

assets under management

as of December 31, 2018

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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32

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 &
Outlook02.07

February 2019

“We discussed California’s pending leadership transition in June 2018 (“California: Credit Reflections as a New Era Approaches”) and it is now upon us with Governor Newsom releasing his first budget proposal. The $209 billion spending plan reflects fiscal restraint with 3% projected revenue growth…but also includes an expansion of funding into several “one time” programs that could introduce recurring obligations…”

Economic & Market
Commentary01.17

Opportunity Zones: An Overlooked Impetus for Municipal Credit Enhancement

“As capital flows into Opportunity Zones, we are actively looking for localities with the best prospects … Weeding through Opportunity Zone tracts early in their evolution offers our research team an ability to identify municipal issuers with overlooked future credit prospects.”

Quarterly
Perspectives12.31

High Drama in Washington:
Policy Heroines or Unfolding Greek Tragedy?

“Outside of a cottage industry of Fed watchers, people do not wait with bated breath for Fed speeches and Policy Minutes releases. Accepting this reality, today’s policy drama may best be envisioned as a plot summary to a gritty film noir drama…”

More Insights

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

47

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