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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9.5

Billion

assets under management

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

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 &
Outlook09.12

September 2018

“The economic picture continues to diverge at home and abroad. Domestically, the primary consumer confidence reading surged to 133.4, the highest level in 18 years. This is an exceptionally strong number that supports an expectation of sustained spending in a demand-driven US economy…”

Economic & Market
Commentary06.30

Duration Decision-Making:
Opportunities and Considerations

“Despite 10Yr Treasuries already more than doubling off their 2016 lows, many foresee continued upward pressure over time should the expansion remain intact. . . “

Quarterly
Perspectives06.30

Reading Markets and Emotions

“While investment markets, unlike novels, have no natural beginning or end, we feel clear parallels can be drawn, most notably the importance of focusing on the broader narrative rather than whatever short-term story is currently in vogue. . . “

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

46

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