Overview

Appleton Group LLC is a full-service RIA, offering a complete suite of GIPS(R)-compliant separate managed accounts with a focus on flexible, tactical risk-managed strategies. We are the original creator of clearTREND, a cloud-based trend engine that accurately identifies real-time turning points for a universe of more than 15,000 securities, including mutual funds, ETFs, individual stocks, market sectors, commodities and individual countries. We use clearTREND to not only manage our suite of risk-managed separate account strategies, but also as a powerful client development tool (showing clients their current level of risk/reward compared to the same assets managed with clearTREND). We have an 80%+ client close ratio, high client retention, and a family-friendly work environment.

Our advisor teams enjoy industry-leading payouts, robust technology, in-house compliance and trading services, as well as practice management and marketing support. We are looking to increase our foothold in the NE Wisconsin market and seek RIA representatives who are willing to fully convert to a fee-only model.

Last Activity
6 months or more

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