The Appleton Group Asset Allocation Portfolios combine any one of our firm’s core investment strategies with a specific allocation to fixed income and/or money-market assets. Working with one of our firm’s private client advisors, clients first choose which of our firm’s core portfolio strategies best fits their particular needs and personal investing style. They then determine whether permanent exposure to additional low and no-risk assets (such as fixed income and money-market assets) may be warranted.
Our firm offers six different asset allocation strategies (two for each of our core portfolio strategies). Click on each for a detailed historic performance report…
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