Buttfield & Associates

Overview

Buttfield & Associates is a small, independent registered investment adviser operating as a sole proprietorship that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers when specialized capabilities are needed. Its fee model combines a percentage of assets under management with fixed fees. In practice the firm leans heavily on publicly available pooled vehicles — public funds and mutual funds — for core exposure, while also allocating to third‑party alternative funds in areas such as real estate, commodities, and oil & gas to add diversification and return sources outside traditional equity and fixed income markets. Buttfield & Associates does not position itself as an ESG investor and operates from a single state office rather than as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices