Balanced Asset Management
Featuring a blend of large-cap stocks with high-grade, intermediate- and short-term bonds, our balanced portfolios seek long-term growth and income while aiming to minimize risk and tax liabilities.
Asset Allocation With Your Needs in Mind
If you work with us, we’ll introduce you to a customized portfolio construction approach we call BetaCore.
How Do We Use It? Appleton has developed what we feel are highly efficient asset allocation models and identified ETF strategies to attain desired core exposures. ETF model construction is based on desired characteristics and criteria, including:
- Risk-adjusted return
- Factor exposure
- Asset class correlation
- Diversification benefits
We offer several active equity strategies that incorporate quantitative screening, fundamental analysis, and macroeconomic themes in an effort to identify attractive equity investment opportunities. Security selection and portfolio construction are based on the nature and objective of each distinct strategy; desirable characteristics may include accelerating profits, strong competitive position, dividend growth, or valuation. Strategies are selected based on the client’s objectives and risk tolerance.
Municipal Fixed Income Strategies
Our municipal portfolios emphasize high quality, liquidity and reduced interest rate risk by investing primarily in defensive bonds. The aim of our short-term strategies is to provide principal preservation as well as liquidity and tax-efficient total return for cash reserves and other investment assets of individuals, corporations, public funds, endowments and pension plans. Other tax-exempt strategies invest in securities across the yield curve in accordance with the nature and objectives of each portfolio.
- Variable-Rate Demand Notes
- Ultra Short Municipal
- Short-Term Municipal
- Intermediate Municipal
- Long Municipal
- Opportunity Zone Credit
- 1 – 5 Year Municipal Laddered Strategy
- 1 – 10 Year Municipal Laddered Strategy
Taxable Fixed Income
Consistent with the goal of preserving capital and long-term growth of principal and income, we seek to maximize returns while maintaining a risk profile below that of the market. Taxable fixed income investments may include investment grade corporates, taxable municipals, US Treasuries, TIPs, and US Agency securities.