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Appleton Group Funds


Mark C. Scheffler established the Appleton Group LLC in April of 2002. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and Chief Compliance Officer of The Appleton Group and The Appleton Group Funds.
 
The Appleton Group Fund and The Appleton Group PLUS Fund   seek to maximize total return. The Funds are designed to be a core component in a diversified investment portfolio, complimenting traditional investment vehicles which may be less responsive to changing market conditions. The Appleton Group LLC is the investment advisor to the Funds. This portfolio primarily invests in a diverse mix of exchange-traded index funds. During unsupportive markets, we systematically reduce market exposure, managing the risk of prolonged portfolio declines. In supportive market environments, this offering mirrors The Appleton Group Fund. However, during unsupportive markets, up to 35 percent of the portfolio can hold short positions to potentially profit from sustained declines.
 
The Appleton Group Funds are well diversified and can satisfy a range of investment objectives. 

Fund managers are local and accessible to financial professionals in Northeast Wisconsin.
The Appleton Group Funds are available no-load, and structured to eliminate all conflicts of interest. The company disclose all management fees, are governed by an independent Board of Directors, and rely on strategic partners to meet the clients' objectives.
 
Appleton Group Plus seeks maximum returns through increased capital appreciation and income. The fund strives to achieve this goal through purchases of ETFs that track major indices. It may invest up to 35 percent of assets in short positions. 20 percent of the net assets will be allocated towards fixed income securities. 20 percent in DIAMONDs, 20 percent NASDAQ, 15 percent SPDRs, 12.5 percent Russell 2000 Growth Index, 12.5 percent Russell 2000 value index.
 
AGPLX’s initial investment is 2500 dollars initial investment with subsequent investments of is 50 dollars.

The result of investing with the Appleton Group of Funds can be satisfying and could lead into a long term investment with good returns.
 
 

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