Built on a Legacy of Trust
As a financial partner since 1986, we take equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized planning and investment solutions.
Experience Matters
Since Appleton’s founding in 1986, our portfolio managers have weathered differing economic environments, and helped guide multi-generational client relationships.
We’re committed to maintaining our clients’ trust by offering financial planning and investment strategies that address multidimensional needs and long-term objectives.
Here For You.
When we say we’re client-focused, we mean it. Appleton’s business model is designed to allow our team to establish and maintain personalized relationships with financial advisors and private clients.
Aligned With Your Goals.
As an independent firm, we’re focused on finding the right investment and planning solutions for our clients, and manage portfolios and deliver services accordingly.
Always Transparent.
Transparency in the relationship management and investment process is what our clients expect and deserve. Couple that with access to decision-makers and your partnership with us promises to be enriched.
True to Our Beliefs
There’s a lot to be said for companies that not only span the test of time, but enjoy consistent growth and success across changing market environments. Appleton’s values and beliefs frame our decisions and are the basis of our future, and we’re proud to apply this experience for our clients’ benefit.
1
Manage every relationship and each account based upon the unique needs of our clients.
2
We believe that the best approach to achieving specific investment objectives is through separate account management.
3
Offer objective advice and customized solutions that address our clients’ individual needs and aspirations.
4
Leverage insight into markets and financial planning complexities to help inform our advice and decision-making.
News and Announcements
Keeping clients informed about our firm, its employees, and engagement in the marketplace are integral to our values of accessibility and transparency. We are pleased to share what’s happening and welcome your feedback.
Appleton in the Community
One of the ways we build great relationships is by being actively involved in the communities in which we and our clients live.
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Meet the Appleton Team
Get familiar with our people! Our team of experienced professionals is committed to collaboratively working on behalf of our clients.
Meet the
Team
Work at Appleton
Interested in joining the Appleton team? Please contact Michele Hubley, Director of Human Resources, at 617-338-0700.
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Team
