The Appleton Group is an independent Registered Investment Advisor offering objective and unbiased wealth management, research and investment advisory services. We are compensated solely for the investment management, research and fiduciary services we provide to our clients, and are in no way compensated by commissions of any kind. As a mid-sized privately held firm, we work to help individuals, families, foundations, and corporations build and manage more predictable, sustainable and profitable portfolios over time.

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Discover The Appleton Group LLC

Today’s dynamic markets require flexibility, experience and discipline. Our staff of expert investment managers and advisors are dedicated to helping you meet your financial goals on schedule, regardless of market and economic conditions. We offer…

- Quarterly, in-person reviews with your personal advisor
– Detailed, personalized portfolio progress reports
– Access to our own cutting-edge research, analysis and market commentary

Experience matters, and our suite of investor solutions have stood the test of time. Our professionally managed portfolios are built to navigate both cooperative and uncooperative economic environments. Our portfolio performance is GIPS® compliant, meeting our industry’s highest reporting standards. We are…

- Resilient, successfully navigating more than a decade of economic stress
– Dedicated to full transparency, liquidity and economic sustainability
– Committed to the highest level of integrity, ethics, and professionalism

Appleton Group’s suite of professionally managed portfolios are built for good markets and bad with long-term sustainability in mind.Read More...
Our firm is dedicated to offering unbiased, objective investment advice, including full financial planning services.Read More...
As a qualified 3(38) fiduciary, our firm offers a broad array of services to corporate retirement plan sponsors.Read More...