Please click on video to watch our announcement by CEO and Founder, Mark Scheffler…
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I AcceptThe Appleton Group is a fee-only, independent Registered Investment Advisor offering objective, unbiased wealth management, research and investment advisory services. As a mid-sized privately held firm, we work to help private clients, employer-sponsored retirement plans, non-profit endowments and financial institutions build and manage more predictable, sustainable and profitable portfolios over time.
As a trusted fiduciary, we have an obligation to help our clients meet their long-term financial goals, while minimizing investment expenses and encountering only prudent risks along the way.
Appleton Group strives to be the region’s most admired wealth advisor, serving our clients with honesty, independence, and integrity.
We Serve…
Beginner’s Guide to Flexible Investment Strategies…
Whether you’ve been a client of ours for years or are just starting out, we’ve created this “Beginner’s Guide to Flexible Strategies” to help you better understand how they work, how they’re intentionally different from buy & hold strategies, and how they can best fit into your overall investment portfolio. We’ll also cover their limitations, and what they’re not designed to do.
It’s a quick 6-part course, with each chapter lasting around 5 minutes. So grab something to drink, maybe a snack and a blanket, and invest a half hour in getting more knowledgeable about Appleton Group’s suite of flexible investment strategies.
00:00 – Introduction 04:24 – Part 1 – Basics of Investing 10:16 – Part 2 – Basics of Traditional Strategies 14:24 – Part 3 – Adding Flexibility 20:27 – Part 4 – On the Right Side of the Market™ 26:39 – Part 5 – Limitations: What Flexible Strategies Are Not 31:40 – Part 6 – Best Practices and Getting Started
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I AcceptDiscover Appleton Group’s Hybrid Investment Strategies…
Just like there are traditional, hybrid and electric cars, there are three very similar investment strategies that we offer: traditional strategies (also known as “buy & hold,”), flexible strategies (which are novel and cutting edge in that they automatically adjust as market conditions change), and hybrid strategies that combine both traditional and flexible strategies together into a single diversified portfolio.
Let’s talk about Hybrid strategies for a bit, because we really think that they’re worth considering for nearly every investor.
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