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6/1010
Appleton Group Wealth Management is the 2010 Small Business of the Year - service category...
 
2/1010
All three Core Portfolios managed by Appleton Group Wealth Management have received 5-Stars, Morningstar's highest possible rating for separate account managers...
 
 
11/2009
Mark C. Scheffler's new book, On the Right Side of the Market, now available through Amazon.com...
 
2/2009
Appleton Group Wealth Management Finalist for Emerging Manager of the Year Award...
 
10/2008
Appleton Group Wealth Management Named Finalist for Torch Award for Business Ethics from Wisconsin BBB
 
 

 

Read Mark Scheffler's recently published book, available through our firm and through Amazon.com...
 




Discover Appleton Group Wealth Management LLC, one of America's leading independent investment managers.

Over the past decade, the advisors of Appleton Group Wealth Management have been diligently building an investment discipline that has proven to be one of the most efficient in the industry. Instead of just standing still, we systematically adjust our portfolio holdings in real time as market conditions change, offering the potential for meaningful participation in market advances while minimizing investment risk during declining markets.

Over the past decade, our suite of professionally managed model portfolios have produced as much as seven full percentage points of annual returns higher than the S&P 500 TR Index, while at the same time have reduced investment risk by as much as 84%.

Click below to view our complete ten-year portfolio history, including performance, risk statistics, market correlation, value added metrics, and other important information.

Appleton Group Core Portfolios

Appleton Group Asset Allocation Portfolios

Appleton Group Online offers current performance information for our family of separately managed accounts, links to mutual funds managed by our firm, current market and portfolio research, as well as contact information for our staff of investment professionals.

Our firm's suite of investment offerings are available through our in-house team of investment advisors, as well as through leading third-party advisors across America. We invite you to explore the many ways in which Appleton Group Wealth Management LLC can help make your investment portfolios more efficient, less risky, and more profitable for you.

 
 
Appleton Group Wealth Management LLC © 2010 All Rights Reserved Privacy Policy Form ADV Part II

1 © 2010 Morningstar, Inc.  All Rights Reserved.  The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.  Past performance is no guarantee of future results. Data as of 03/31/2010.

The Morningstar Rating™ for separate accounts, commonly called the star rating, is a measure of a separate account's risk-adjusted return, relative to other separate accounts in the same Morningstar Category.  Separate accounts are rated 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving 1 star.  Separate accounts are rated for up to three periods (three, five and 10 years), and ratings are recalculated each quarter.  The Morningstar Rating for separate accounts uses an enhanced risk-adjusted return measure, which accounts for all variations in a separate account's monthly performance, with more emphasis on downward variation.  Separate accounts are ranked against others in the same category and stars are assigned as follows:  Top 10% 5 stars, Next 22.5% 4 stars, Middle 35% 3 stars, Next 22.5% 2 stars, Bottom 10% 1 star.