Mark Scheffler, Senior Portfolio Manager and founder of Appleton Group Wealth Management stated, âWe are excited to increase the distribution of our strategies to advisors through the WealthADV platform. This partnership with Adhesion will further Appleton Group Wealth Managementâs mission of serving the investment advisory community by offering independent and objective solutions that prepare investors for both cooperative and uncooperative market environments.â
Appleton Group Wealth Management portfolios utilize Exchange Traded Funds (ETFs) in a sector rotation process designed to add value in both cooperative and uncooperative markets. Using independent statistical research methods, the management team works to define the market as supportive or not supportive of five major asset classes (stocks, bonds, real estate, commodities and cash). Based on their analysis, they increase or decrease exposure to these investment classes resulting in a strategy that can add meaningful growth over time as well as offer meaningful asset protection during uncooperative market environments.
When used with standard asset allocation portfolios, the Appleton Group Plus and Tax Managed Growth strategies work to reduce volatility while lowering correlation to the market. The objective is to produce positive, meaningful returns over a full market cycle, managing the risk of large portfolio draw-downs that can hamper long term investor performance.
The firmâs portfolios are maintained in compliance with the CFA Instituteâs Global Investment Performance Standards (GIPSÂ®). Until recently, these two strategies had been available to investors exclusively through Appleton Group Wealth Management and their primary custodian, Charles Schwab Institutional.
Appleton Group Wealth Management is a Registered Investment Advisor and currently manages over $107 million for high-net worth individuals, institutions, corporate-sponsored retirement plans, foundations, trusts and other entities. Mark Scheffler is both Founder of the firm and Senior Portfolio Manager. Appleton Group Wealth Management LLC was established in 2002.