Appleton Group Core Composites Receive 5-Star Overall Morningstar Rating™ (Feb. 2010)
All three of the Core Portfolios managed by Appleton Group Wealth Management LLC, a Registered Investment Advisor headquartered in Appleton Wisconsin, have received 5-Stars, Morningstar’s highest possible rating for separate account managers. Morningstar rates separately managed accounts from one to five stars based on how well they have performed in comparison to their peers.
Each of Appleton Group’s professionally managed core portfolios (Appleton Group Portfolio Composite, Appleton Group PLUS Composite and Appleton Group Tax Managed Growth Composite) received Five-Star ratings for the previous ten-year period ending December 31, 2009. “For over ten years our firm’s investment team has worked diligently to build a wealth management strategy that has proven to be one of the most efficient in America,” said Scheffler. “Our ten-year ratings confirm what we have long known: investors are best served by our flexible investment strategy that prepares for both cooperative and uncooperative markets.”
Addendum: Data as of February, 2010; subsequent to that date, Morningstar rankings will change depending on portfolio performance. Current Morningstar rankings can be found throughout www.appletongrouponline.com.