Through ACE, Appleton's community program, a group of our colleagues was able to visit Nativity Preparatory School of Boston and host lunch for 5th and 6th grade students. Nativity Prep is an accredited, tuition-free, Jesuit middle school for boys of all faiths from underserved families residing in Boston: https://lnkd.in/ebTd3i7h For more on our Community Outreach, visit https://lnkd.in/eaaCi8K4 #service #volunteering #community #giveback
Appleton Partners, Inc.
Investment Management
Boston, MA 2,710 followers
Wealth management, financial planning and separate account management
About us
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.
- Website
-
http://www.appletonpartners.com
External link for Appleton Partners, Inc.
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Boston, MA
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Customized Separate Accounts, Municipal Strategies, Taxable Fixed Income Strategies, and Comprehensive Private Wealth Management
Locations
-
Primary
1 Post Office Sq
Boston, MA 02109, US
Employees at Appleton Partners, Inc.
Updates
-
Appleton Partners, Inc. reposted this
Three major themes emerged in June that we believe will be critical over the summer and fall; solidified improvement in inflation, growing evidence of a softening economy, and renewed political risk. We address all three in our July Review & Outlook. https://lnkd.in/eqtJavyd #fed #inflation #marketoutlook
-
Three major themes emerged in June that we believe will be critical over the summer and fall; solidified improvement in inflation, growing evidence of a softening economy, and renewed political risk. We address all three in our July Review & Outlook. https://lnkd.in/eqtJavyd #fed #inflation #marketoutlook
July 2024 | Appleton Partners, Inc.
https://www.appletonpartners.com
-
Through ACE (Appleton Community Engagement), a group of our colleagues had the opportunity to volunteer with Community Servings, an organization focused on providing medically tailored, nutritious meals to critically ill individuals and their families. The group spent their time in the state of the art kitchen working on prepping, packing and labeling meals for Community Servings clients. Appleton is proud to support such a worthy organization and those they serve. #volunteer #service #community #AppletonCommunityEngagement
-
-
Appleton is excited to announce the addition of two new members to their Municipal Team: Oana Bandar, CFA - Portfolio Manager & Trader Tristan Lau - Municipal Research Analyst https://lnkd.in/e3prBXNn #munis #team #creditresearch
Appleton Partners Adds Municipal Investment Professionals | Appleton Partners, Inc.
https://www.appletonpartners.com
-
Appleton Partners, Inc. reposted this
In some ways the April PCE inflation report, released in late May, was the inverse of February’s; it met the consensus 0.2% mark, but by the barest possible margin... Read more in our June Review & Outlook: https://lnkd.in/exBDs2-J #fed #munibonds #marketupdate #inflation
-
-
In some ways the April PCE inflation report, released in late May, was the inverse of February’s; it met the consensus 0.2% mark, but by the barest possible margin... Read more in our June Review & Outlook: https://lnkd.in/exBDs2-J #fed #munibonds #marketupdate #inflation
-
-
Watch the second edition of the "Appleton Muni Minute," a series of video briefs touching on topical tax-exempt market themes. https://lnkd.in/efMAJfkB
Appleton Muni Minute: May 2024
https://vimeo.com/
-
“April may have indeed been the cruelest month for rate sensitive investors, as a third consecutive strong CPI print sent Treasury yields soaring early in the month. The print wasn’t quite as bad as the market reaction indicated…” Read our full May Monthly Review & Oulook: https://lnkd.in/dEKHR-qu #Fed #munis #marketreview
May 2024 | Appleton Partners, Inc.
https://www.appletonpartners.com
-
Introducing the "Appleton Muni Minute," a series of video briefs designed to offer succinct observations on tax-exempt market conditions and portfolio strategy. https://lnkd.in/e4eVsM5i #municipalbonds #wealthmanagement #separateaccounts
-