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About Appleton
Overview
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DEIB
Board of Advisors
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Separate Account Management
Overview
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Overview
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News & Announcements
Appleton Partners Included in 2022 Top Fee-only RIAs in Investment News
February 8, 2023
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JP Chevriere, Appleton Board Member, Passes Away at Age 75
January 31, 2023
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Happy Holidays From All at Appleton Partners
December 21, 2022
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Jeff Johnson Discusses 2023 Muni Outlook on CNBC
December 21, 2022
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Whitney Fitts Joins Bloomberg TV’s Taylor Riggs to Highlight Today’s Municipal Market Environment
October 20, 2022
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Appleton’s Jen Hall Presents 2022 Mass Nonprofit Leadership Award
June 27, 2022
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Team Appleton Takes 3rd Place in 2022 Boston Wiffle Ball Challenge
June 8, 2022
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Appleton’s Whitney Fitts, CFA Featured on the Impact Investing Panel at ESG East Summit
April 28, 2022
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Jesse Martin Joins Appleton Partners Relationship Management Team
December 1, 2021
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Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood
November 2, 2021
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About Appleton
Overview
Who We Serve
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Private Client Services
Overview
Client Login
Financial Planning Solutions
Customized Wealth Management
Non-Profit Partnerships
Investment Solutions
Webinars and Briefs
Private Client Services Team
Investment Process
Overview
Key Tenets
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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