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 the way.

This structure is booming in popularity among investors and advisors alike, and The Appleton Group is proud to have led the way for this ground-breaking investing idea.

And here’s a short video recently produced by Investment News featuring Scott Burns of Morningstar speaking about the boom in ETF Managed Portfolios…

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Click here to learn more about Appleton Group’s complete suite of risk-managed ETF portfolios…

By | 2014-09-24T17:37:07+00:00 September 24th, 2014|In the News, Trend-Following|Comments Off on ETF Managed Portfolios Gaining National Attention – In a Big Way!

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