Simply stated, The Appleton Group Wealth Management Discipline^TM offers investors a refreshing and proactive approach to investment management. While there are many ways to make money by investing, we believe that few disciplines offer investors our unique combination of predictability, risk management, and market responsiveness.

Knowing in advance what to expect through both cooperative and uncooperative markets is immensely valuable to informed investors. Much in the way other new products are brought to market, The Appleton Group Wealth Management Discipline has been put through its paces through an equal number of positive and negative markets, ranging from January 1, 2000 through December 31, 2005. For this period of time, Appleton Group Wealth Management has compiled complete performance and risk statistics in a model portfolio format. This format differs from GIPS compliant performance statistics in that it does not represent actual client performance; rather, it represents performance for The Appleton Group Wealth Management Discipline, strictly implemented during this period of time. This is immensely valuable to the informed investor, as it offers an objective, time-tested and complete history which can help determine the most optimal way to utilize The Appleton Group Wealth Management Discipline in your investment portfolio.

Click here for a detailed explanation of the difference between model portfolio performance and GIPS performance reporting.

We believe strongly that an informed investor is better able to make appropriate decisions regarding their investment portfolios.