New SMA Strategist, Appleton Partners, Added to Separately Managed Account Program
We are pleased to announce the addition of Appleton Partners to the ftj | FundChoice Separately Managed Account (SMA) Program.
Appleton Partners brings their municipal ladder strategy to the program, designed for a minimum account size of $250,000.
Since 1986, Appleton Partners has stayed true to the belief in managing every relationship and each account to meet the unique needs of their clients. As the antithesis of a one-size-fits-all mentality, Appleton Partners offers objective advice and customized portfolios to address the specific assets and aspirations of clients.
Managing over $8 billion in high-net-worth client assets, Appleton Partners joins Meeder Private Wealth as the second SMA strategist available through the ftj | FundChoice platform.