Appleton Group Wealth Management is a finalist for the Emerging Manager of the Year Award in the All-Cap category by Emerging Manager Monthly, in association with eVestment Alliance. Nominees in seven categories were ranked based on the following criteria: excess returns, performance versus peers, asset growth, asset percentage growth and standard deviation. The Appleton Group PLUS Composite, managed by Mark Scheffler, was the top performer in the All-Cap category last year*.
To be considered for the awards, managers must have submitted year-end 2008 data to eVestment Alliance by January 30, have less than $2 billion in assets under management and have full-year 2008 performance figures. Over 489 products were evaluated, and only the top three in each category are eligible to win.
“Being named a finalist for Emerging Manager of the Year is a great honor,” said Scheffler. “Our firm is gaining national recognition for the work we do to help investors navigate this difficult economic environment.” The Appleton Group PLUS Composite was established to offer investors an independent, objective wealth management strategy which prioritizes both active asset allocation and risk management. The Appleton Group Wealth Management Discipline™ endeavors to keep clients assets “on the right side of the market,” offering the opportunity for participation in sustained market advances while managing the risks of sustained market declines.
*Complete list is available upon request.