Discover Appleton Group Wealth Management LLC, one of America's leading independent investment managers.
Over the past decade, the advisors of Appleton Group Wealth Management have been patiently and diligently building an investment discipline that can help you get ahead. Instead of just standing still, we adjust our clients' holdings in real time as market conditions change, offering the potential for meaningful participation in market advances while minimizing investment risk during declining markets.
Click below to view our complete ten-year portfolio history, including performance, risk statistics, market correlation, value added metrics, and other important information.
Appleton Group Core Portfolios
Appleton Group Asset Allocation Portfolios
Appleton Group Online offers current performance information for our family of separately managed accounts, links to mutual funds managed by our firm, current market and portfolio research, as well as contact information for our staff of investment professionals.
Our firm's suite of investment offerings are available through our in-house team of investment advisors, as well as through leading third-party advisors across America. We invite you to explore the many ways in which Appleton Group Wealth Management LLC can help make your investment portfolios more efficient, less risky, and more profitable for you.