Appleton for Advisors
We provide more than investment management solutions. Our goal is to be a true partner in the growth of your practice, one that understands the demands of building a wealth management business. For 38 years, Appleton has preserved and grown investor capital; today, we manage more than $13.5 billion, the majority of which is entrusted to us by financial advisors.
True to Our Investment Beliefs
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 investment strategies that address multidimensional needs and long-term objectives.
Personalization
We believe your clients are more likely to reach their goals with a portfolio that reflects their personal needs and circumstances. That’s why we seek to incorporate individual tax situations, risk tolerance, asset exposures, and income requirements to the extent possible.
Solutions, Not Products
Managing separate accounts affords us an ability to tailor solutions around unique client objectives. That’s a key element of the investment partnership we offer registered investment advisors and financial advisors.
Active, Disciplined Approach
Markets are dynamic, so we make it a priority to maintain the flexibility needed to prudently react to changes in the credit, interest rate and yield curve environments, all the while maintaining investment process discipline.
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Clients deserve more than just portfolio management. We aim to deliver personalized, risk-efficient solutions aligned with clear investment objectives.
Gregory A. Lally
Senior Vice President / Fixed Income Portfolio Manager
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Separate Account Solutions
Separate account strategies allow us to tailor client portfolios to tax needs and risk profiles, thereby enhancing our ability to optimize outcomes.
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