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 [...]
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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 [...]
According to a ranking in the July 2007 issue of Financial Advisor magazine, Appleton Group Wealth Management is the fastest growing firm in the state of Wisconsin in the asset category: less than $100 million assets under management.
The old saying goes, if life gives you lemons, make lemonade. But the phrase seems to overlook one important question, is the juice worth the squeeze? For institutional investors looking to increase returns without dramatically altering the risk makeup of the portfolio, the same question should be asked, says Mark Scheffler, senior portfolio manager and [...]
The Appleton Group LLC will pledge a portion of its 2007 and ongoing profits to three Fox Cities arts organizations in an effort to link the success of community-based organizations with local business profitability. Mark C. Scheffler, Appleton Group Principal and Chief Compliance Officer, announced his firm will donate 3% of profits divided equally between [...]
The Appleton Group LLC is the proud recipient of The 2006 Rising Star Award. The award was presented to The Appleton Group at the Fox Cities Chamber Small Business lunch. "Being recognized by the Fox Cities Chamber of Commerce and Industry is humbling, but we're just getting started," said Mark Scheffler, Senior Portfolio Manager and [...]
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