Orgs with Common People
Leadership and staff of Appleton Partners also have positions in these orgs
Boston-Based Wealth Management, Municipal Finance
Appleton Partners, Inc. is an employee owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals, investment companies, pension and profit sharing plans, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity, fixed-income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. For fixed income investments, the firm invests in high-grade bonds, intermediate-term bonds, short-term bonds, municipal bonds, U.S. treasury bills, U.S. treasury notes/tips, government sponsored entities (GSEs), investment g... Detailed Description One Post Office Square 6th Floor Boston, MA 02109 United States Founded in 1986
Updated about 5 years ago
Basic Info
| Types | Organization |
| Start date | 1986 |