Our Mission: Helping Clients Achieve their Financial Goals

Appleseed Capitals's mission has been to help its clients reach their financial goals for more than a quarter of a century. Over the years, we have helped our clients navigate through several challenging investing environments, and we have formed decades-long relationships with our clients and their families. 

We develop highly personalized financial plans and customized investment portfolios that are tailored to each client's unique needs, goals, and values. As investors, we seek to generate superior risk-adjusted returns through a value investing approach that emphasizes downside protection and preservation of capital.

Importantly, we eat our own cooking; we invest our personal capital alongside the capital of our clients. We believe this approach aligns us better with our investors and makes us more careful about our investment decisions.