BUTTONWOOD CAPITAL MANAGEMENT (BCM)

Overview

Buttonwood Capital Management operates as an independent RIA formed as an LLC and registered with the SEC in 2019. The firm serves both high-net-worth individuals and institutional clients from a two-office footprint and combines advisory services with broker-dealer and insurance-broker activities. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting work. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements when appropriate. Investment activity shows a clear tilt toward publicly available pooled vehicles — public funds and mutual funds make up the bulk of invested assets — while the firm supplements portfolios with third-party alternatives and insurance products. Buttonwood is not positioned as a capital allocator in the multi-manager sense, but it does place client capital with external alternative managers where suitable. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices