The Appleton Group PLUS Fund 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 preretirees 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.

Implementation of The Appleton Group Wealth Management Discipline™ is designed to be systematic in nature, objective, dispassionate, and most importantly is designed to produce performance characteristics that are predictable and repeatable during various market environments. The discipline seeks to efficiently balance investment risk with investment reward, systematically exposing investors to more "at-risk assets" during periods of sustained market advances, and in turn to more "risk-free assets" during periods of sustained market declines. It seeks to limit portfolio losses during market environments that are unsupportive of at-risk assets, and seeks to achieve significant market correlation during environments that are supportive of at-risk assets.

The Appleton Group Wealth Management Discipline prioritizes risk and return management over tax efficiency.

Please visit Appleton Group Wealth Management LLC for additional information on The Appleton Group Wealth Management Discipine™.