Supporting Your Mission
We offer the expertise and dedicated focus needed to be an effective partner in support of your mission. Our investment solutions emphasize alignment with investment policy objectives and non-profit liability and cash flow demands.
Flexibility Fosters Customization
Non-profit relationships demand understanding and engagement, and our investment solutions are developed in accordance with the needs and goals of non-profit organizations.
All Hands on Deck
At Appleton, we stand ready to provide the operational support needed to advance your development goals, while also actively interfacing with outside specialists important to your mission.
There for You
Accessibility is central to our values, and our private client team prioritizes supporting non-profit organizations at the management, board and investment committee levels.
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The ability to understand, translate and act upon client needs is one of the most rewarding parts of our business. The care in which we deliver our client service is truly what sets us apart.
Kerry L. Needham, IACCP®
Senior Vice President,
Director of Client Services
