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 solely 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.

  • 1Manage every relationship and each account based upon the unique needs of our clients.
  • 2We believe that the best approach to achieving specific investment objectives is through separate account management.
  • 3Offer objective advice and customized solutions that address our clients’ individual needs and aspirations.
  • 4Leverage 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.

10.14.2020

Jim O’Neil Named to National Estate Planning Board

Appleton Partners is proud to announce that James M. O’Neil, Jr., Esq., AEP®, SVP and Managing Director of Private Client Services, has been named to the Board of Directors of the National Association of Estate Planners & Councils (NAEPC).

 

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09.11.2020

Kyle Lortie Featured on TD Ameritrade Network

Kyle Lortie, VP of Institutional Sales, was interviewed by Oliver Renick of TDAmeritrade on “Morning Market Live” on 9/10/20.  Hear their conversation concerning inflation and interest rates, Fed policy, the fixed income markets and municipal credit conditions. @TDANetwork

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08.27.2020

Strategic Municipal Crossover Named “Top Gun” Municipal Strategy

Appleton Partners has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database.  Our Strategic Municipal Crossover separate account strategy earned this designation based on top ten returns amongst all municipal strategies tracked by PSN over the one year ended 6/30/20.

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07.22.2020

Appleton Partners Cited as One of the Largest Independent Advisers in Massachusetts

Appleton Partners is pleased to have been listed as the 5th largest Independent Adviser in Massachusetts by the Boston Business Journal based on discretionary assets under management and the 7th largest in terms of total assets.

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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.

Meet the
Appleton Team

Get familiar with our people! Our team of experienced professionals is committed collaboratively working on behalf of our clients.

Work at
Appleton

Interested in joining the Appleton team? Please contact Michele Hubley, Director of Human Resources, at 617-338-0700.