Mark Scheffler was named to the list of the 20 Rising Stars of Wealth Management by Private Wealth Management, a publication of Institutional Investor Inc. The stars were nominated by industry peers. The selected individuals met the criteria of having an average client size of $1 million or more in investable assets and have demonstrated through their strong relationships and portfolio skills and the ability to lead the industry in the future.
The list is comprised of up-and-coming professionals who are making an impact on the wealth management industry. Mark Scheffler is the only Wisconsin-based advisor to land in the list. The firm is headquartered in Appleton, Wisconsin and manages a complete suite of asset allocation portfolios and advises a proprietary mutual fund family.
“It is a privilege to be included in such an elite list,” said Scheffler. “Today’s markets are full of opportunity for those investment managers who can both grow portfolio assets during favorable markets, but more importantly have demonstrated the ability to limit portfolio losses during unfavorable markets. Appleton Group Wealth Management is that firm.”