The Appleton Group is a fee-only, independent Registered Investment Advisor providing objective wealth management and investment advisory services. They cater to private clients, retirement plans, endowments, and financial institutions, focusing on building sustainable and profitable portfolios.
As a trusted fiduciary, the mid-sized firm works diligently to offer unbiased research and help clients achieve predictability in their investments over time. With a commitment to objectivity, Appleton Group aims to deliver tailored solutions for long-term financial success.
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