About Appleton Partners, Inc.
Appleton Partners, Inc. is a Boston-based investment management firm that specializes in providing investment advisory services to individuals, families, and institutions. The firm focuses on creating customized investment strategies tailored to meet the specific goals and risk tolerances of its clients. With a commitment to transparency and client education, Appleton Partners aims to build long-term relationships based on trust and performance. The firm employs a disciplined investment approach, utilizing a combination of fundamental analysis and market research to inform its investment decisions. Appleton Partners is dedicated to delivering superior investment performance while maintaining a high level of client service.
Company facts
- Industry
- Investment Management
- Sub-industries
- Wealth Management, Portfolio Management, Financial Planning, Investment Advisory, Asset Management
- Location
- Boston, United States
- Employees
- 51–200
- Founded
- 1995
Products and services
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