Tailored Investment Solutions for Your Unique Needs

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 provide the knowledge and guidance to help you meet your goals and simplify the investment management process, allowing you to focus on what matters most.

High Net-Worth Families

At Appleton Investment Partners, we pride ourselves on delivering exceptional service and performance to high net-worth families. We work seamlessly 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 unique objectives and needs. Our goal is to simplify your financial life, giving you more time to enjoy what is important to you.

Professional Athletes

Professional athletes face demanding schedules and unique financial challenges throughout their careers. At Appleton Investment Partners, we understand the importance of maximizing your earnings potential and securing your financial future. Our experienced team works closely with you and your advisors to create a customized investment strategy. This allows you to stay focused on your performance, with confidence that your wealth is managed with care. We are dedicated to simplifying your financial life, both during your career and beyond.

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 expertise to assist you in managing your overall investment process. We work with charitable foundations to develop investment policy guidelines and solutions that meet your objectives and needs, making the investment process straightforward and efficient.

At Appleton Investment Partners, our commitment is to simplify your life by providing expert investment guidance and support, regardless of your profession or stage of life. Contact us today to discover how we can help you focus on what you do best while we take care of the rest.

Our Process & Approach

At Appleton Investment Partners, our process begins with a thoughtful conversation to truly understand your unique financial situation, your concerns, and your vision for the future. We take the time to listen, ensuring we capture what matters most to you.

Once we have a clear picture of your goals, we conduct a thorough analysis of your risk factors and present tailored solutions designed to help you achieve your investment objectives. Our investment approach is rooted in institutional-style portfolio management and asset allocation, bringing a disciplined and sophisticated framework to managing your wealth. Transparency is at the core of our client relationships. We ensure you have a clear understanding of every aspect of your portfolio and our decision-making process. To further simplify your financial life, we work closely with your existing tax and legal advisors to coordinate strategies that minimize taxes and protect your family’s wealth.

Our goal is to take care of the complexities, so you can focus on what matters most. With Appleton Investment Partners, you can be confident that your financial future is in capable hands, allowing you to enjoy greater peace of mind.

How Do We Differ?

Choosing the right investment partner is an important decision, especially when your financial circumstances are complex and your time is valuable. At Appleton Investment Partners, we are dedicated to simplifying your financial life while delivering exceptional value. Here is what sets us apart:

• Competitive Fees:
  Our management fees are competitive, fully transparent, and may be tax deductible. We believe in fair, straightforward pricing with no hidden costs, so you always know what you are paying for.
• Experienced Portfolio Managers:
  As industry-registered Portfolio Managers, we provide discretionary portfolio management, allowing you to delegate day-to-day investment decisions to a team of seasoned professionals. This gives you the freedom to focus on your priorities, knowing your portfolio is managed with care and expertise.
• Full Transparency:
  We are committed to complete transparency in every aspect of our business. You will always have a clear understanding of your investments and the rationale behind our decisions, giving you confidence and peace of mind.
• Disciplined, Institutional-Style Approach:
  Our investment philosophy is built on institutional-style portfolio management and asset allocation. We apply a disciplined, research-driven process to navigate even the most complex financial situations, ensuring your portfolio is designed to meet your unique objectives.

At Appleton Investment Partners, we take care of the complexities so you can enjoy the simplicity of having your financial future in trusted hands. We invite you to connect with us and discover how we can add value by making your financial life easier and more rewarding.