Mark Scheffler
Mark Scheffler
Stop FollowingMark Scheffler
ABOUT
Mark's commitment to objective, independent wealth management led him to establish Appleton Group Wealth Management LLC in April of 2002. With over 16 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held by our investment management and advisory clients. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and Chief Compliance Officer of Appleton Group Wealth Management LLC. Mark is also a DALBAR Certified Fiduciary Adviser under the 2006 Pension Protection Act.
In 1996, Mark earned the Series 7, 63 and 65 designations. ...More He is a 1992 graduate of Lawrence University with a Bachelor's degree in Music Theory/Composition and Music Education. He is a life-long Wisconsin resident.
In 1996, Mark earned the Series 7, 63 and 65 designations. ...More He is a 1992 graduate of Lawrence University with a Bachelor's degree in Music Theory/Composition and Music Education. He is a life-long Wisconsin resident.
SNAPSHOT
- Description: Independent / boutique research firm analyst. Trading frequency: Monthly
- Interests: Commodities, ETFs, Mutual funds, REITs, Stocks - long, Stocks - short
COMPANY
clearTREND™ Research clearTREND™ is a cutting edge investment research tool developed to help navigate today’s dynamic markets, working to turn investment volatility into investment gains. This online research tool analyzes price movements for a nearly endless number of investment securities over various time periods, and ...More
calculates which time periods are best to consider when making investment decisions.
Using state-of-the-art technology, clearTREND™ considers an analytical technique called “Simple Moving Average Crossover,” a powerful method of comparing two or more price trends to objectively generate buy and sell recommendations. With powerful reporting capabilities and easy-to-use navigation, clearTREND™ can be a real game-changer for you and your portfolio.
Use clearTREND™ for tracking the adjustments made in your Appleton Group managed portfolio(s). Use clearTREND™ for managing your self-directed investment portfolio, your employer’s company stock, or getting a second opinion on the investment recommendations made by your broker or other advisor. You can even use clearTREND™ for performing cutting edge market and performance research on sector trends (both in the U.S. and abroad), trends in your company’s own industry, even price trends for your competitors – the possibilities are practically limitless.
BLOG
On the Right Side of the Market
Mark Scheffler's BLOG highlights current research from clearTREND™, his firm's cutting-edge online trend research app. With access to real-time quantitative research on more than 65,000 unique securities, clearTREND™ represents one of the most robust, powerful and easy-to-use market research tools available ...More
today.
Book
On the Right Side of the Market: Using ETFs and Trend-Following Strategies to Save Your Investment Portfolio The severe market declines of 2008 and a lost decade of no net growth have challenged investors to rethink the assumptions that were once commonplace. While stocks, real estate and commodities have all experienced periods of great boom, they have also experienced periods of great bust. But those who are ...More
thriving have managed to stay on the right side of the market. These investors and advisors are using "Market-neutral" strategies which are best equipped to produce the returns that most investors need to make their financial engines run efficiently. These strategies work to neutralize many of the negative effects of the investment markets while reaping the positive rewards. This book lays out what is required of you to get the most out of market-neutral strategies. For every choice in life, there is a cost. For today's investor and their trusted advisor, adopting market-neutral strategies will require both an open mind and a willingness to separate you from the crowd.
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