Hybrid Strategies 2017-05-15T15:36:32+00:00

Appleton Group offers a suite of five “hybrid” portfolios that combine both risk-managed and risk-accepting strategies based on the investor’s age.  These portfolios systematically increase your exposure to risk-managed assets as you get older, working to appropriately balance risk and reward through all stages of your life.

Appleton Group – Age-Based 18-29

Appleton Group – Age-Based 30-39

Appleton Group – Age-Based 40-49

Appleton Group – Age-Based 50-59

Appleton Group – Age Based 60+