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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12.5

Billion

assets under management

as of 11.1.2021

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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35

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 &
Outlook12.07

December 2021

“Market-based metrics continue to support the argument that we are likely past “peak inflation,” and pandemic supply chain issues are easing…”

Economic & Market
Commentary12.01

Is it Time to Kick the Kickers? A Look at Portfolio Tradeoffs and Considerations

“At face value, “kicker” bond yields are appealing, yet we urge advisors and investors to be cognizant of risks and recognize that these bonds will not trade like non-callable issues when rates turn…We see no need to punt on “kickers” unconditionally yet feel that investors ought to take a close look at what they own…”

Quarterly
Perspectives09.30

Breaking Through Behavioral Barriers in Personal Financial Planning

“Despite a tendency to think of personal finance in quantitative terms…we believe the best financial planning advice also considers an element of psychology…”

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

53

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