Place Category: Fiduciaries
The Appleton Group is an independent Registered Investment Advisor offering objective, unbiased wealth management, research and investment advisory services. As a mid-sized privately held firm, we work to help individuals, families, foundations, corporations and other advisors build and manage more predictable, sustainable and profitable portfolios over time. We’re committed to the long-term economic sustainability of our clients, and work to balance the rewards of investing with the risks of today’s dynamic marketplace.
Every successful retirement savings plan requires a great structure, and it stats with an experienced plan fiduciary, the “quarterback” who can bring together all of the various members of the winning team. Wisconsin Select utilizes the strength and experience of Appleton Group LLC as the 3(38) Plan Fiduciary.
Investing involves Risk · Not FDIC Insured · No Bank or Credit Union Guarantee · May lose Value