Investable Ideas. Engaging Strategies.

That was the theme for Morningstar’s premier ETF Invest Conference that was recently held in Chicago, Illinois. Morningstar gathered industry experts to explore and discuss the latest trends and usage of ETFs. ETFs, short for exchange traded funds, are a hot topic in the financial industry. According to Morningstar, there is dramatic growth in this [...]

By | 2010-12-14T12:17:37+00:00 October 1st, 2010|In the News|Comments Off on Investable Ideas. Engaging Strategies.

AGWM Presented with 2010 Small Business of the Year Award

Appleton Group Wealth Management is the proud recipient of the Small Business of the Year Award - service category. The award was presented to Appleton Group Wealth Management at the Fox Cities Chamber Small Business luncheon. "This award recognizes our ongoing commitment to strengthening and sustaining the financial lives of our clients, many of whom [...]

By | 2010-12-14T10:32:52+00:00 June 1st, 2010|In the News|Comments Off on AGWM Presented with 2010 Small Business of the Year Award

Appleton Group Core Composites Receive 5-Star Overall Morningstar Rating™ (Feb. 2010)

All three of the Core Portfolios managed by Appleton Group Wealth Management LLC, a Registered Investment Advisor headquartered in Appleton Wisconsin, have received 5-Stars, Morningstar's highest possible rating for separate account managers. Morningstar rates separately managed accounts from one to five stars based on how well they have performed in comparison to their peers. Each [...]

By | 2010-12-21T13:58:38+00:00 February 1st, 2010|In the News|Comments Off on Appleton Group Core Composites Receive 5-Star Overall Morningstar Rating™ (Feb. 2010)

Mark Scheffler shares his wealth of investment knowledge in thought-provoking book (11/09)

The severe market declines of 2008 and a lost decade of no net growth have challenged investors to rethink the assumptions that were once commonplace. While stocks and real estate and commodities have all experienced periods of great boom, they have also experienced periods of great bust, and many investors have experienced it all with [...]

By | 2010-12-14T09:48:28+00:00 November 1st, 2009|Books, In the News, Trend-Following|Comments Off on Mark Scheffler shares his wealth of investment knowledge in thought-provoking book (11/09)

AGWM Finalist for Emerging Manager of the Year Award

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 [...]

By | 2010-12-14T10:45:50+00:00 February 1st, 2009|In the News|Comments Off on AGWM Finalist for Emerging Manager of the Year Award

AGWM Named Finalist for Torch Award for Business Ethics from Wisconsin BBB

Appleton Group Wealth Management was one of thirteen finalists in the prestigious 2008 Torch Awards for Business Ethics and Integrity from the Better Business Bureau of Wisconsin. The businesses, judged by an independent panel of nine business ethics experts, were chosen based on submissions that demonstrated excellence in ethical practices, service excellence, reputation, honest advertising, [...]

By | 2010-12-14T10:47:47+00:00 October 1st, 2008|In the News|Comments Off on AGWM Named Finalist for Torch Award for Business Ethics from Wisconsin BBB

AGWM Named Among Top 20 Stars of Wealth Management

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 [...]

By | 2010-12-14T10:17:06+00:00 August 1st, 2008|In the News|Comments Off on AGWM Named Among Top 20 Stars of Wealth Management

AGMW Assets Soar During Recent Quarter

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 [...]

By | 2010-12-14T10:55:35+00:00 April 1st, 2008|In the News|Comments Off on AGMW Assets Soar During Recent Quarter