Principals of Appleton Group Wealth Management LLC announced that the firm’s assets under management have exceeded $111 million, an increase of over 27% since the start of 2008. “While many firms are struggling during this difficult market environment, our firm continues to shine.” said Mark Scheffler, Senior Portfolio Manager and Founder. “Investors are increasingly interested in our proactive approach to wealth management, which has resulted in the sharp increase in the assets that we are asked to manage.”
“The Appleton Group Wealth Management Discipline prepares for both good and bad markets, and we believe it is one of the best ways to manage an investment portfolio,” said Scheffler. “Fact is, our wealth management offerings continue to be among the most efficient in the marketplace, working to produce positive returns over time with as little risk as necessary along the way.”
