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.
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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.
Company Details
- Employees
- 76
- Founded
- -
- Address
- 1 Post Office Sq, Boston,ma 02109,united States
- Phone
- 800 338 0745
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- appletonpartners.com
- Keywords
- Customized Separate Accounts, Municipal Strategies, Taxable Fixed Income Strategies, Comprehensive Private Wealth Management.
- HQ
- Boston, MA
Appleton Partners, Inc. Questions
Appleton Partners, Inc.'s helpline number is 800 338 0745
Appleton Partners, Inc.'s website is appletonpartners.com
Appleton Partners, Inc.'s LinkedIn profile is https://www.linkedin.com/company/appleton-partners-inc.
Appleton Partners, Inc. has
76 employees.
View email and phone details for 76
employees at Appleton Partners, Inc..
Appleton Partners, Inc.'s industry is
Investment Management
Appleton Partners, Inc.'s top competitors are
Westfield Capital Management,
Weiss Asset Management,
Geode Capital Management,
Boston Trust Walden Company,
Acadian Asset Management,
Gw&k Investment Management,
Boston Common Asset Management,
Trillium Asset Management,
Loomis, Sayles & Company,
Breckinridge Capital Advisors.
Appleton Partners, Inc.'s categories are Investment Management
Appleton Partners, Inc.'s founding year is 1986
