Being structured properly is the
first step toward success...
The Appleton Group PLUS Fund is nimble, flexible and proactive. Built primarily of Exchange Traded Funds (ETFs), the Fund has the ability to systematically adjust its asset mix in real time as market conditions change. During the early stages of market advances, more of the portfolio is systematically shifted toward "at-risk" assets such as equities, real estate and commodities. But during the early stages of market weakness, the portfolio is systematicaly shifted toward "low-risk" assets such as cash, money markets and bonds.
As a core holding in an investor's portfolio, The Appleton Group PLUS Fund seeks to help to keep your portfolio "on the right side of the market," offering the potential for meaningful asset growth during favorable market environments and the potential for meaningful asset preservation during unfavorable market environments.
We've also structured the Fund to eliminate conflicts of interest, starting with the structure of our Board of Directors. Our Board consists entirely of independent members who are not affiliated with Appleton Group Wealth Management LLC in any way. This structure works to ensure that the interest of shareholders comes first - and that's how we want it!
But perhaps one of the most exciting aspects of our fund is the care we've taken and the planning we've done to successfully enter the institutional and advisory marketplace. First, we've invested in our infrastructure to offer significant scalability of the Fund, with our asset capacity in excess of $1.36 billion (as of 12/31/2008). We remain completely independent, ensuring that our wealth management discipline can be consistently delivered without conflicts of interest and always with the best interest of shareholders in mind. We have a culture of compliance that works to anticipate issues ahead of time, and that works closely with regulators and the compliance industry to stay ahead of our competition. Most importantly, our management staff is experienced, knowledgeable and professional.
We stand ready to serve you, and we welcome your inquiries.