Appleton Partners - SMA


Firm Overview

Appleton Partners* is a Separately Managed Account strategist available on the ftj | FundChoice platform. Since 1986, Appleton Partners has stayed true to the belief in managing every relationship and each account to meet the unique needs of their clients. As the antithesis of a one-size-fits-all mentality, Appleton Partners offers objective advice and customized portfolios to address the specific assets and aspirations of clients.

Appleton Partners manages overĀ $8 billion in client assets for high-net worth-individuals, corporations, foundations, and pension and profit-sharing plans in 45 states and abroad.

*subject to Broker Dealer/RIA availability.