The Appleton Group, LLC
The Appleton Group is an independent Registered Investment Advisor offering objective, unbiased wealth management, research and investment advisory services. As a mid-sized privately held firm, we work to help individuals, families, foundations, corporations and other advisors build and manage more predictable, sustainable and profitable portfolios over time. We’re committed to the long-term economic sustainability of our clients, and work to balance the rewards of investing with the risks of today’s dynamic marketplace.
The Appleton Group LLC’s mission is to serve the private client, institutional and corporate retirement plan communities by offering independent and objective wealth management solutions that prepare for both cooperative and uncooperative market environments. We work daily to produce investor returns that efficiently balance the rewards of investing with the risks of investing. We maintain a culture of compliance, working to anticipate issues before they arise so as to meet the needs of investors and advisors while being fairly compensated for our work. We Believe… … in the value of portfolio efficiency, working to adequately reward investors over time while managing the risk of significant market declines; … in the value of being proactive, anticipating risks and working daily to manage those risks; … in the value of full diversification as a technique to produce returns that are more consistent and beneficial to the investor; … in the importance of focusing on the core competency of wealth management alone; … in creating a culture of compliance in which conflicts of interest are eliminated and in which portfolio performance is reported fairly; … in the value of transparency, working to create realistic and achievable expectations based on a complete and thorough performance history; … in the importance of professional relationships with independent third-parties, including regulators, independent auditors, outside counsel, custodians, information technology partners, and advisors.
Address: 100 W. Lawrence St., Third Floor, Appleton, WI 54911, USA
Phone: +1 920 993 7727
FAX: +1 920 993 7779
