What’s Driving Your Portfolio? Equity Analysis Concepts and Appleton’s Investment Process

Appleton Partners is pleased to invite you to participate in the next in our series of financial planning webinars.  We hope you can join us on August 18th for a discussion of various equity investment management concepts and how they relate to Appleton’s investment process. Participants are invited to submit questions and we will try to answer as many as possible during the session.

This webinar will discuss subject matter such as equity strategy style distinctions, diversification and risk management, risk factor exposures, and how we look at the intersection between quantitative and qualitative analysis.

Speaker:  Jason R. Cook, CFA, Vice President and Research Analyst

Moderator: Jim O’Neil, Esq, AEP®, Senior Vice President, Managing Director of Private Client Services

Please register through the link below. Webinar access details will be provided upon registration.