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.
explore appleton for advisors9.5
assets under management
as of November 1, 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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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 &
Outlook11.06
November 2018
“The Journal emphasized that the dramatic call (2010 Meredith Whitney muni market warning) was not incorrect, just early, and that municipal bond investors “should heed warning”. We disagree . . . Our view is supported by several important metrics.”
Learn MoreEconomic & Market
Commentary11.20
Special Tax Bonds:
Scrutinize Parents, Not Just Their Offspring
“Sometimes it’s prudent to dig more deeply, whether evaluating the risk of a child’s credit application, or a special purpose bond offering…Lending to the “child” without scrutiny of the “parent” is imprudent in our view.”
Learn MoreQuarterly
Perspectives09.30
A Long Winning Season Forges Ahead
“Hall of Fame catcher and noted baseball sage Yogi Berra famously quipped, ‘It ain’t over till it’s over.’ His aphorism is usually taken as a never-say-die rallying cry for underdogs and longshots, but it’s also good advice when you’re riding the highs of a winning streak…”
Learn More100%
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 Us47
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