Ryan M. Masucci

Appleton is an active manager that manages fixed income, equity and balanced strategies. All their strategies emphasize high quality liquid securities, which helps enhance portfolio flexibility and mitigate risk. They employ rigorous fundamental analysis, complemented by macroeconomic and technical insights which create the foundation for informed investment decisions. The firm’s portfolios are built with strict buy/sell disciplines and incorporate diversification aimed at minimizing issue-specific and structural risks. Appleton specializes in municipal bond, taxable bond, and equity strategies, with domestic fixed income securities, large-cap equities, and exchange-traded funds (ETFs) generally comprising the major asset classes held by clients. Some client advisory accounts also include small-cap equities, mid-cap equities, mutual funds, and various other security types.

Timber Creek Capital Management is a value-oriented investor which focuses their strategy on long-term investments in publicly traded securities including: common stocks, ADRs, bonds, mutual funds, and exchange traded funds. They utilize an asset allocation discipline derived from indicators of long term valuations for stocks and bonds. This discipline serves to reduce market risk in overheated markets and to seek higher returns when markets become very inexpensive. In the equity markets, Timber Creek Capital Management seeks to invest in companies whose intrinsic value and their core equity holdings represent a blend of growth and value stocks that the firm believes are underpriced in the marketplace.

Functions as a College/University