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Appleton Group Wealth Management LLC's mission is to serve the institutional and investment advisory communities by offering independent and objective wealth management solutions that prepare for both cooperative and uncooperative market environments. We work daily to produce investor returns that efficiently balance the rewards of investing with the risks of investing. We maintain a culture of compliance, working to anticipate issues before they arise so as to meet the needs of investors and advisors while being fairly compensated for our work.
 
... in the value of portfolio efficiency, working to adequately reward investors over time while managing the risk of significant market declines;
... in the value of being proactive, anticipating risks and working daily to manage those risks;
... in the value of full diversification as a technique to produce returns that are more consistent and beneficial to the investor;
... in the importance of focusing on the core competency of wealth management alone;
... in creating a culture of compliance in which conflicts of interest are eliminated and in which portfolio performance is reported fairly;
... in the value of transparency, working to create realistic and achievable expectations based on a complete and thorough performance history;
... in the importance of professional relationships with independent third-parties, including regulators, independent auditors, outside counsel, custodians, information technology partners, and advisors.

 
 

 
Appleton Group Wealth Management LLC ©2010 All Rights Reserved Privacy Policy Form ADV Part II

1 © 2010 Morningstar, Inc.  All Rights Reserved.  The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results. Data as of 03/31/2010.

The Morningstar Rating™ for separate accounts, commonly called the star rating, is a measure of a separate account's risk-adjusted return, relative to other separate accounts in the same Morningstar Category.  Separate accounts are rated 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving 1 star.  Separate accounts are rated for up to three periods (three, five and 10 years), and ratings are recalculated each quarter.  The Morningstar Rating for separate accounts uses an enhanced risk-adjusted return measure, which accounts for all variations in a separate account's monthly performance, with more emphasis on downward variation.  Separate accounts are ranked against others in the same category and stars are assigned as follows:  Top 10% 5 stars, Next 22.5% 4 stars, Middle 35% 3 stars, Next 22.5% 2 stars, Bottom 10% 1 star.