Appleton Group Wealth Management LLC is one of America’s leading asset allocation portfolio managers.  With a lengthy track record of consistent portfolio performance through both cooperative and uncooperative markets, The Appleton Group Wealth Management Discipline^TM is quickly gaining local and national attention.  We currently rank among the top 75 Separate Account Managers in America, and can be found on many of the nation’s largest investment platforms. 

The Appleton Group Wealth Management Discipline^TM focuses on the core beliefs of consistent positive returns through both cooperative and uncooperative market environments, the benefits of extensive portfolio diversification, and the importance of consistently applied risk management techniques.  Our proprietary discipline uses state-of-the art research and management techniques suited to the dynamic trends of today’s U.S. investment markets.

Appleton Group Wealth Management LLC is an independent, Registered Investment Advisor (RIA), and primarily serves the institutional marketplace. We manage investment portfolios for high-net worth individuals, institutions, corporate-sponsored retirement plans, foundations, trusts, and other entities. We welcome new institutional, advisor and investor relationships for 2008, and we invite you to consider one of The Appleton Group Composites as a core holding in your investment portfolio.

Top Honors:
On Wall Street Magazine ranks Appleton Group Wealth Management one of America's top 75 separate account managers.

Take your portfolio from good to great in 2008 with
Appleton Group Wealth Management's
full-time, professional wealth management services.

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