Business Owners & Professionals
It has been said that business owners and self-employed professionals in the medical and dental fields spend 50 hours per week working and less than 20 minutes a month managing their investment portfolios. We understand that focusing on your business is a priority. As your wealth grows it is important to have a trusted advisor to help you stay on track. At Appleton Investment Partners we can provide you the knowledge and guidance to meet your goals and simplify the investment management process.
High Net-Worth Families
At Appleton Investment Partners we pride ourselves at providing exceptional service and performance to higher net worth families. We are comfortable working with your tax and legal advisors to develop an investment strategy designed to protect and grow your assets in a tax efficient manner tailored to your individual objectives and needs.
Institutions - Foundations & Charities
Trustees and investment committee members have unique fiduciary responsibilities that require a high level of experience and education. Appleton Investment Partners has the experience and knowledge to assist you in managing your overall investment process. We work with charitable foundations to assist them in developing investment policy guidelines and investment solutions to meet their objectives and needs.