Buttonwood Partners, Inc.

Overview

Buttonwood Partners, Inc. is a small, privately owned advisory and broker-dealer enterprise that serves individual and family clients and small businesses. The firm is organized as a corporation with an individual owner and operates as a registered representative of a broker-dealer while providing portfolio management services. Its compensation model is a percentage-of-AUM fee arrangement. The firm is state-registered in Colorado and Wisconsin. Investment activity is oriented toward equities rather than ESG or institutional pension consulting; Buttonwood does not identify as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices