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Appleton Group
Wealth Management, LLC
100 W. Lawrence St.
Third Floor
Appleton, WI 54911
United States of America
| Telephone |
1.920.993.7727 |
| Toll-Free |
1.866.993.7727 |
| Fax |
1.920.993.7779 |
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Appleton Group PLUS Fund Call Center |
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| Telephone |
1-866-993-7767 |
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If you are an investment advisor, institutional consultant, bank trust officer or other intermediary, please contact...
 Peter Mutschler
Co-Portfolio Manager
Email Link
Phone Extension: x19
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If you are an investment advisor or an institutional consultant who specializes in defined benefit and/or defined contribution retirement plans, please contact...
 Wendy Hoeft
Director - Retirement Plan Relations
Email Link
Phone Extension: x11
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For all other inquiries or if you are seeking the help of an investment advisor that uses Appleton Group PLUS Fund in his or her practice, we invite you to contact Appleton Group Wealth Management LLC directly...
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Before you invest in The Appleton Group PLUS Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-866-993-7767. The prospectus should be read carefully before you invest or send money.
Shares of The Appleton Group PLUS Fund are offered only to United States residents, and information on this site is intended for such persons.
Mutual fund investing involves risk. Principal loss is possible. Because the fund is a "fund of funds", the cost of investing in the fund will generally be higher than the cost of investing directly in the shares of the fund in which they invest. The fund will bear its share of fees and expenses of the underlying funds in addition to indirectly bearing the principal risks of those funds. The fund regularly makes short sales of securities, which involves the risk that losses may exceed the original amount invested. However, a mutual fund investor's risk is limited to the amount of investment in the mutual fund. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund's ability to sell its shares.
The Appleton Group PLUS Fund is distributed by Quasar Distributors, LLC.
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© 2009 All Rights Reserved |
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