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The Appleton Group PLUS Fund's mission is to serve the institutional and investment advisory communities by offering an independent and objective wealth management strategy that prepares for both cooperative and uncooperative market environments. We work to produce investor returns that efficiently balance the rewards of investing with the risks of investing. We maintain a culture of compliance, working to anticipate issues before they arise so as to meet the needs of investors and advisors while being fairly compensated for our work.
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... in the value of portfolio efficiency, working to adequately reward investors over time while managing the risk of significant market declines;
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| ...in the value of objective oversight (NONE of the Board Members of The Appleton Group PLUS Fund are owners nor employees of Appleton Group Wealth Management LLC); |
... in the value of being proactive, anticipating risks and working daily to manage those risks;
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... in the value of full diversification as a technique to produce returns that are consistent and beneficial to the investor;
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... that combining passive and active portfolio management techniques in a single diversified portfolio is more beneficial than one discipline alone;
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... in the importance of focusing on the core competency of investment management;
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... in creating a culture of compliance in which conflicts of interest are eliminated and in which portfolio performance is reported fairly;
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... in the value of transparency, working to create realistic and achievable expectations based on a complete and thorough performance history;
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| ... in the importance of strategic relationships with third-parties, including regulators, our Fund administrators, independent auditors, outside counsel, custodians, information technology partners, and of course advisors. |
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Diversification does not assure a profit nor protect against loss in a declining market.
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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