About Mark Scheffler

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 26 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.
Feb 4 2020

Understanding WUPMIFA

By |2020-02-04T13:57:51-06:00February 4th, 2020|

Mark Scheffler, AIF®, hosts this summary presentation on the Wisconsin Uniform Prudent Management of Institutional Funds Act (affectionately known as WUPMIFA). Learn how Appleton Group Charitable is helping improve endowment outcomes, reduce investment risk and fees, and produce more sustainable income streams for Wisconsin non-profits and their donors (select 1080p HD for best resolution, [...]

Jan 22 2020

Appleton Group Charitable is Hitting the Road – and You’re Invited

By |2020-01-22T15:09:34-06:00January 22nd, 2020|

Co-Sponsored By: Join us along with Epiphany Law on Thursday, January 30th at Bubolz Nature Preserve to learn how Appleton Group Charitable is helping improve endowment outcomes by reducing investment risk and lowering fees for Wisconsin non-profits like you. You’ll learn about… New trends in non-profit endowment management (including ways [...]

Dec 9 2019

FAQs About Institutional Employer-Sponsored Plans

By |2019-12-06T11:27:28-06:00December 9th, 2019|

When many employer-sponsored retirement plans are first created, they are typically offered as retail 401(k) or 403(b) plans. But as plan assets grow, these plans can often benefit from institutional pricing and institutional features for participants. Here are some frequently asked questions about institutional plans:

Dec 3 2019

Quick Comment – November Fed Surprise

By |2019-12-03T09:05:49-06:00December 3rd, 2019|

November was a solid month for the markets and for all of Appleton Group’s managed portfolios. But the market appreciation wasn’t for the reason you might think, and it’s an important thing to note. In late October, the Federal Reserve did something very quiet but really important: it injected significant additional liquidity into the [...]

Aug 26 2019

Three Minute Trend Talk™ – Trade War Tirade

By |2019-08-26T11:03:23-05:00August 26th, 2019|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). xlQe85i2E-Y [...]

Feb 7 2019

Three Minute Trend Talk™ – Weathering Uncertainty

By |2019-02-07T12:41:55-06:00February 7th, 2019|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). 4BwS6y0YArk [...]

Dec 21 2018

Quick Comment – December Market Weakness Continues

By |2018-12-21T13:01:45-06:00December 21st, 2018|

Market weakness is continuing today, with concerns over a global slowdown, political concerns, and rising interest rates all contributing. Cash positions in our risk-managed strategies remain high, with additional adjustments likely in the coming days. Segments hit the hardest this week are generally positions we sold weeks (even months) ago, helping to soften overall [...]

Dec 18 2018

Three Minute Trend Talk™ – What We Know

By |2018-12-18T14:29:46-06:00December 18th, 2018|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). LtwRqImh-Dg [...]

Nov 28 2018

Three Questions to Ask Your Endowment Manager at Year-End

By |2018-11-28T09:10:13-06:00November 28th, 2018|

Mark Scheffler, AIF®, hosts this brief post for Appleton Group Charitable. Learn how Appleton Group Charitable is helping improve endowment outcomes, reduce investment risk and fees, and produce more sustainable income streams for Wisconsin non-profits and their donors (select 1080p HD for best resolution, 720p HD for slower connections). [...]

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