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

Billion

assets under management

as of 3.31.2020

Private Client Services

We combine time-tested foundations of successful relationship management with our unique approach to provide solutions tailored for your specific needs.

see how we do it

33

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 &
Outlook05.07

May 2020

“After heavy lobbying by local governments, the Fed expanded eligibility to counties with populations of more than 500,000 and cities with at least 250,000 residents.  The MLF and other Fed programs favor larger issuers over smaller ones . . . This policy aligns well with Appleton’s preference for large, well-established municipal issuers…”

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
Perspectives03.31

What Investors Can Learn from CEOs, Army Rangers, Pilots and Police

“Stress impacts the brain’s cognitive and emotional intelligence, critical abilities needed to make sound decisions.  Understanding how this occurs can be highly applicable to individual investors…”

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

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