View the Wisconsin Select Fund Dashboard – Q2, 2016

Mark Scheffler hosts this 4-minute walk-through of the Wisconsin Select Fund Dashboard.

We’re really proud of our Wisconsin Select fund offerings, and our deep lineup of both experienced fund managers and up-and-coming young talent says it all.  At a glance, our dashboard gives you average weighted historic average performance (3-yr rolling averages), weighted average fund expenses, manager tenure, style box coverage, current ratings, and more.

CLICK HERE to access our most-recently updated fund dashboard…

By | 2016-11-15T11:25:50+00:00 September 15th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on View the Wisconsin Select Fund Dashboard – Q2, 2016

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