AGWM Among Top 20 Rising Stars of Retirement Plan Advisors

Mark Scheffler, founder and senior portfolio manager of Appleton Group Wealth Management, was named to the list of the 20 Rising Stars of Retirement Plan Advisors in the September issue of Institutional Investor magazine. The stars were nominated by industry peers. They were selected based on an age criteria of 40 years or under, and having the credentials and experience and a career consistency that indicated they will be the ones to watch as leaders and trend setters in the industry going forward.

The list is comprised of retirement plan advisors from across the nation who work directly with 401(k) and defined contribution plans. Mark Scheffler is the only Wisconsin-based advisor to land in the magazine’s top 20 Rising Stars. The firm is headquartered in Appleton, Wisconsin and manages a suite of asset allocation portfolios and advises a proprietary mutual fund family.

According to Scheffler, it is an honor to be included in such a prestigious list. “We are very proud of the work we do with retirement plans,” Scheffler said. “Since people are living longer, and the extra years of life have to be financed somehow, we must provide better risk management tools to help protect against market downturns, yet allow participation in favorable markets. Appleton Group composites are perfectly suited lifestyle allocation models that do just that,” he said.

By | 2010-12-14T10:16:18+00:00 September 1st, 2007|Company-Sponsored 401(k)s, In the News|Comments Off on AGWM Among Top 20 Rising Stars of Retirement Plan Advisors

About the Author: