REPLAY for Endowments: An Interactive Conversation

By Mark Scheffler|2020-08-10T10:14:51-05:00August 10th, 2020|

Mark Scheffler, AIF® (Advisors of Appleton Group), and Rob Macklin (Epiphany Law) co-host this brief post on best practices for helping Wisconsin Non-Profits and their Board Members navigate the dynamic markets of the era of Covid 19.

Learn how Appleton Group Charitable and Epiphany Law are helping improve endowment outcomes, reduce investment risk and fees, and produce more sustainable income streams for Wisconsin non-profits and their donors (CLICK IMAGE TO PLAY).

Click HERE to Learn More About Appleton Group Charitable

About the Author: Mark Scheffler

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 26 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.

REPLAY for Endowments: An Interactive Conversation

Mark Scheffler, AIF® (Advisors of Appleton Group), and Rob Macklin (Epiphany Law) co-host this brief post on best practices for helping Wisconsin Non-Profits and their Board Members navigate the dynamic markets of the era of Covid 19.

Learn how Appleton Group Charitable and Epiphany Law are helping improve endowment outcomes, reduce investment risk and fees, and produce more sustainable income streams for Wisconsin non-profits and their donors (CLICK IMAGE TO PLAY).

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About the Author: Mark Scheffler

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