Buttonwood Advisors, LLC

Overview

Buttonwood Advisors, LLC is a small, fee-based registered investment adviser that focuses on serving individual and family clients, with additional capacity to manage portfolios for small businesses and institutions. The firm charges a percentage of assets under management and emphasizes portfolio management as its core service. Its activity leans toward pooled public investment vehicles — primarily mutual funds — and it identifies as an active ESG investor, indicating environmental, social and governance factors are incorporated into at least some client strategies. Buttonwood is not structured as a capital allocator or a multi-state adviser; it remains a single-office, individually owned advisory practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices