APPLETON GROUP LLC Overview
Appleton Group Llc is an investment advisor that manages 163.8 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 130MM in positions, representing 80% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/21. The fund's latest filing disclosed 130MM in positions, representing 80% of the manager's regulatory AUM.
APPLETON GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
APPLETON GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHG | 18.26% | ETF | 7.52% | 0.2% | 0 | 0% | ||
| SCHV | 15.2% | ETF | 4.69% | -0.23% | 0 | 0% | ||
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FEATURED IN
APPLETON GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Mark C. Scheffler | Chief Compliance Officer | April-2002 |
| David A. Ogilvie | Minority Owner | January-2005 |
| Andrew D. Ogilvie | Minority Owner | January-2005 |
| Larry L. Heller | Minority Owner | January-2005 |
| Diane O. Schneider | Minority Owner | January-2005 |
APPLETON GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
APPLETON GROUP LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investment Philosophy - The Appleton Group Wealth Management Discipline™ is designed to address an investor’s desire to achieve useful, meaningful portfolio returns over time with only as much investment risk as is absolutely necessary along the way. It targets net portfolio returns over time that are considered generally necessary for an individual investor to maintain distributions in retirement, for endowments/pensions to meet spending goals in perpetuity, and for pre-retirees to achieve measurable progress toward saving goals.
The Appleton Group Wealth Management Discipline™ combines two fundamental aspects to successful portfolio management: 1) What to own, and 2) When to own. It addresses the importance of investing in both “at-risk assets” and “no-risk assets,” and the importance of adjusting an investor’s exposure to each in response to changing market conditions.
Implementati...
Unlock Full Investment Process Description
Investment Philosophy - The Appleton Group Wealth Management Discipline™ is designed to address an investor’s desire to achieve useful, meaningful portfolio returns over time with only as much investment risk as is absolutely necessary along the way. It targets net portfolio returns over time that are considered generally necessary for an individual investor to maintain distributions in retirement, for endowments/pensions to meet spending goals in perpetuity, and for pre-retirees to achieve measurable progress toward saving goals.
The Appleton Group Wealth Management Discipline™ combines two fundamental aspects to successful portfolio management: 1) What to own, and 2) When to own. It addresses the importance of investing in both “at-risk assets” and “no-risk assets,” and the importance of adjusting an investor’s exposure to each in response to changing market conditions.
Implementati...
Unlock Full Investment Process Description
APPLETON GROUP LLC Portfolio Concentration
APPLETON GROUP LLC Location
100 W. LAWRENCE ST
SUITE 306
APPLETON, Wisconsin
UNITED STATES, 54911
SUITE 306
APPLETON, Wisconsin
UNITED STATES, 54911
APPLETON GROUP LLC Contact Information
Phone Number: 920/993-7727
Fax Number: 920/993-7779
Website: http://www.appletongrouponline.com
Fax Number: 920/993-7779
Website: http://www.appletongrouponline.com
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