The Compass – Q1 2008

You Ain’t Seen Nothing Yet, New Institutional Staff, Retirement Plan Corner, You Can Put it in the Books.

By | 2015-06-24T12:17:59+00:00 June 24th, 2008|Market and Portfolio Commentary|Comments Off on The Compass – Q1 2008

About the Author:

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