What We Do Revolves Around You

We believe that private client services should be objective-based. For you to achieve your financial planning and wealth management goals, it’s critical to first define them, and then find a true partner to engage with you along the way. Appleton Partners takes pride in the strength and durability of our client relationships.

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Our culture defines who we are and how we operate. With integrity, commitment and collaboration, we aim to meet the individual objectives of every client.

Douglas Chamberlain, CFA

President and Chief Executive Officer

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We Hear You

Appleton has built multi-faceted, multi-generational relationships through close personal engagement with our clients.

Objectivity Above All Else

As an independent firm, our advice is driven by our fiduciary duty and your interests. We view professionalism and integrity as cornerstone values of our business.

Clarity of Purpose

We work with you to develop well-defined and clearly communicated goals that guide each private client relationship.

Insight and Expertise

Comprehensive financial planning and investment capabilities, coupled with active coordination with outside specialists, allow us to address a diversity of private client and family needs.

Customization and Creativity

Personalization lies at the heart of everything we do, because going beyond the portfolio to understand your unique situation is the best way to achieve success.

Dynamism and Adaptability

With flexible, nimble services, we’re able to react to shifting market conditions or a change in your circumstances.

More than Portfolio Management

We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our success is derived from yours. Since 1986, our private client services team has been dedicated to delivering client-focused financial planning and wealth management solutions.

Account Review

We emphasize sustained interaction with clients encompassing all aspects of the relationship. This approach aims to ensure that objectives are understood, and goals are clearly defined, adjusted appropriately, and regularly tracked.

Integrated portfolio systems facilitates adherence to client and strategy guidelines.

Technology infrastructure links trading, settlement, reconciliation and compliance processes.

Portfolio
Optimization

Markets aren’t static, and neither are your circumstances. That’s why we closely monitor and actively manage our clients’ investment portfolios. Our wealth management process maintains the flexibility to react to changing dynamics, emphasizes time-tested buy-and-sell disciplines, and focuses on periodic rebalancing to personalized asset allocation parameters.