Welcome to The Appleton Group’s homepage for the Appleton Area School District 403(b) Program. On this page, you will find a summary of the Appleton Group 403(b) program, links to on-demand presentations detailing the many features of this program, advisor contact information, and additional resources to help you get started. Appleton Area School District 403(b) Program [...]

A solid fourth quarter in the markets and in all Appleton Group Portfolios has set the stage for the New Year.  For much of the past three months there have existed sustained rising price trends for all market segments in which we invest, including U.S. equities (both dividend-paying and pure growth), emerging foreign markets, real [...]

The Appleton Group Managed 401(k) / 403(b) has been one of our firm’s most successful investment programs. It offers full-time, professional management of an individual’s personal retirement plan assets. We review the lineup of funds available under the plan, and adjust the participant’s holdings in real time as market conditions change. Many of our firm’s professionally [...]

Appleton Group Wealth Management’s primary investment offerings are in the form of Separately Managed Accounts.  These offerings are simply private accounts owned by an  investor in which all securities are owned directly by the investor and managed by Appleton Group Wealth Management.  Each separately managed account follows a specific investment strategy, and the performance of [...]

Q: Who is Appleton Group Wealth Management? A: Appleton Group Wealth Management LLC is an independent Registered Investment Advisor (RIA), that provides wealth management services to a wide range of investors, primarily in Northeast Wisconsin. We provide wealth management services to individuals, corporations, trusts, endowments, foundations, institutions and corporate sponsored retirement plans. Q: What is [...]

Appleton Group Wealth Management provides professional, full-time investment management services for a wide variety of clients.  Our firm focuses on the task of producing meaningful investment returns over time while simultaneously managing the risk of significant declines along the way. All of our investment offerings utilize our time-tested, proprietary investment strategy we call The Appleton [...]

Investment Management Staff Mark C. Scheffler Senior Portfolio Manager, Founder Mark’s commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 15 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets [...]

The Appleton Group Wealth Management Discipline™ is designed to address an investor’s desire to achieve useful, meaningful portfolio returns over time with only as much investment risk as is absolutely necessary along the way. It targets net portfolio returns over time that are considered generally necessary for an individual investor to maintain distributions in retirement, [...]

Discover Appleton Group Wealth Management Appleton Group Wealth Management LLC is an independent Registered Investment Advisor (RIA), offering objective and unbiased wealth management services to all investment management clients. We are compensated solely for the advisory services we provide to our clients, and are in no way compensated by commissions of any kind. As a [...]

Following a strong Republican showing in Tuesday’s elections and the Federal Reserve’s unveiling of further easing measures, the markets have responded in a very positive way.  In fact, since the end of September the S&P 500 has put in a nice showing, rising a total of 4.91% through Wednesday’s close.  Today’s strong market action is [...]