At Appleton Group, we recognize that today’s investing environment is both full of opportunities and risks.  And it’s our philosophy that investors should be exposed to only as much risk as is absolutely necessary to achieve their financial goals over time.

Balancing risk and reward can be a challenge, so we and manage a wide variety of investment strategies to help you build a complete portfolio for whatever stage of life you’re in.

Whether you’re an early investor, you’re in your peak saving years or already retired, it’s important to have the right mix of risk-managed, risk-accepting, and/or risk-free investing strategies in your portfolio.  Each can have an important role to play.  And each has its own strengths and weaknesses.  But used together in just the right amounts, employing two or more different strategies can create a complete portfolio that’s well diversified, more resilient, and potentially more rewarding than using just one strategy alone.

View our Firm’s Offerings

Separately Managed Accounts

Managed 401(k) Program for Individuals