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Appleton Group Wealth Management LLC
100 W. Lawrence St.
Third Floor
Appleton, WI 54911
Phone:  1 866 993 7727
Local : 1 920 993 7727
FAX:      1 920 993 7779


They said it was impossible: “You can’t get higher returns without higher risk.” But that’s exactly what The Appleton Group Wealth Management Discipline™ has done. The Appleton Group Wealth Management Discipline™ automatically reduces your exposure to the stock market during down markets, and automatically increases your exposure to the stock market during up markets. Over the last eight and a half years, portfolios that use The Appleton Group Wealth Management Discipline™ have experienced higher returns than the markets, while at the same time experiencing less than one-third the risk along the way.

Higher returns with less risk. What a great idea!

Appleton Group Wealth Management LLC is one of America’s leading asset allocation portfolio managers.  With a lengthy track record of consistent portfolio performance through both cooperative and uncooperative markets, The Appleton Group Wealth Management DisciplineTM is quickly gaining local and national attention.  We currently rank among the top Separate Account Managers in America, and can be found on many of the nation’s largest investment platforms. 

Appleton Group Wealth Management LLC is an independent, Registered Investment Advisor (RIA), and primarily serves the institutional marketplace. We manage investment portfolios for high-net worth individuals, institutions, corporate-sponsored retirement plans, foundations, trusts, and others. We welcome new institutional, advisor and investor relationships for 2008, and we invite you to add one of The Appleton Group Composites as the core holding in your investment portfolio.

Take your portfolio from good to great in 2008 with
Appleton Group Wealth Management's
full-time, professional wealth management services.

8/2008:
Appleton Group Wealth Management named to prestigious list.
6/2008:
Appleton Group Wealth Management was recently featured in The Business News..
4/2008:
Firm's assets under management exceed $100 million.
1/2008:
Appleton Group Wealth Management featured in Investment Advisor magazine.

Learn more about two of our most popular wealth management offerings
Whether you seek pure growth over time or a combination of growth and income, our disciplined and objective wealth management solutions could help you stay ahead.

© 2008
The Appleton Group LLC.