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 19 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 offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016

UPDATE – Large Cash Positions Added

Given the strongly deteriorating market conditions, we wanted to update you on how our firm's portfolios are currently invested (allocations are approximate, data as of close of business on Tuesday, October 14, 2014): Appleton Group Portfolio: 53% invested, 47% cash; Appleton Group - Moderate: 47% invested, 53% cash; Appleton Group - Conservative: 37% invested, 63% [...]

By | October 15th, 2014|clearTREND™, Market and Portfolio Commentary|Comments Off on UPDATE – Large Cash Positions Added

Before the Advice, Check Out the Advisor

Here's a great article from the New York Times highlighting the difference between true advisors (like The Appleton Group) and others in our industry who merely sell products... (click on the image to view article)   [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""]

By | October 14th, 2014|Opinion|Comments Off on Before the Advice, Check Out the Advisor

Three Minute Trend Talk™ – October Turning Point

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Q3wDXheH2ug [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | October 13th, 2014|AGWM Research, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – October Turning Point

Three Minute Trend Talk™ – Taking Away the Punchbowl

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). J9s9sxZGMLU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | October 6th, 2014|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Taking Away the Punchbowl

Mark Scheffler Presents at Appleton West Rotary

Mark Scheffler presented the keynote at the Appleton West Rotary Club on Friday, September 26, 2013.  His presentation focused on economic sustainability, and how his Foundation for a Sustainable Wisconsin is advancing several initiatives to help our state move toward an economy that is more vibrant, more equitable, and more sustainable. Click below to listen [...]

By | September 26th, 2014|On-Demand Presentations, Opinion|Comments Off on Mark Scheffler Presents at Appleton West Rotary

ETF Managed Portfolios Gaining National Attention – In a Big Way!

Fourteen years ago, Mark Scheffler launched three of the first ETF Managed Portfolios in the country.  An ETF Managed Strategy uses low-cost exchange traded funds (ETFs) instead of stocks in an investor's account.  This account is then actively managed, working to produce meaningful and useful portfolio gains and/or current income while managing investment risk along [...]

By | September 24th, 2014|In the News, Trend-Following|Comments Off on ETF Managed Portfolios Gaining National Attention – In a Big Way!

Three Minute Trend Talk™ – Buybacks

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Zw7VMwn6rUU [separator top="40" bottom="40"]

By | September 22nd, 2014|AGWM Research, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Buybacks

Three Minute Trend Talk™ – Not So Super Mario

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). kKW2GhhTP7M [separator top="40" bottom="40"]

By | August 25th, 2014|Market and Portfolio Commentary, Opinion|Comments Off on Three Minute Trend Talk™ – Not So Super Mario

Three Minute Trend Talk™ – Good News = Bad News

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). EZBcGlo8hE8 [separator top="40" bottom="40"]

By | August 5th, 2014|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Good News = Bad News

Three Minute Trend Talk™ – The Bond Market Whisperer

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). mt-MNcdDA4c [separator top="40" bottom="40"]

By | July 28th, 2014|AGWM Research, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – The Bond Market Whisperer