AppletonPartners.com
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Appleton Partners — Home
Description
Your success is our success.
Appleton Partners is an employee-owned investment firm committed to acting exclusively in the individual interests of clients like you. This is our reason for being, the driving force behind every move we make. It is also a philosophy that has enabled us to grow steadily since our founding in 1986.
Today, Appleton Partners manages $2 billion in assets for high net worth individuals, corporations, foundations, and pension and profit-sharing plans in 45 states and abroad. We focus on actively managing portfolios specifically tailored to your needs and Investment objectives. As a matter of principal and policy, and to ensure objectivity, our only source of income is the asset-based fees of our clients.
Experience—Appleton.
Appleton's Portfolio Managers average more than 25 years of investment experience in variable market conditions. We offer you the expertise and knowledge gained by managing individual portfolios over extended periods of time. Dealing with countless families over the years has made us particularly sensitive to the impact of managing money on family dynamics and the lifestyles of each member. At Appleton Partners, we draw on our relationships with key market participants to identify trends and competitive opportunities. We apply our experience, market knowledge, and operational skills towards best execution.
Languages
English
Address
- 45 Milk Street
- Boston, MA 02109
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External Links
- Alexa: AppletonPartners.com
