Financial Planning

Create an investment plan to achieve your goals.

Value Investing

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”  — Benjamin Graham

Founded in 1990 and based in Chicago, Appleseed Capital helps its
clients develop and meet their financial goals through customized investment portfolios and a prudent, disciplined, value-investing approach.

Financial Planning

Maximizing Tax Savings with Donor-Advised Funds

Maximizing Tax Savings with Donor-Advised Funds

Not only do donor-advised funds allow you to easily make charitable contributions to the organization of your choice, but they also allow many people to further reduce their tax obligations under the new tax laws.

In the News

Forbes: How to Buy This Chinese Social Media Leader for Less Than 6x EBIT

Forbes: How to Buy This Chinese Social Media Leader for Less Than 6x EBIT

Weibo is China’s version of Twitter, except that it’s better managed and more profitable. This year, revenues and profits are expected to grow by more than 50% year-over-year; it’s a great business, with a long runway of growth ahead of it. Best of all, we have found a way to invest in Weibo at a 2019 EBIT multiple of less than 6x by purchasing shares of SINA Corporation.

Investing & Markets

FA Magazine: Walking The Walk In Socially Responsible Investing

FA Magazine: Walking The Walk In Socially Responsible Investing

To learn more about this relatively new business structure and its application in financial services, we talked with Matt Blume and Pat Herrington of Appleseed Capital—an independent, socially responsible wealth management firm and advisor to the Appleseed Fund, a mutual fund— which has been a B Corporation since 2015.

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