Buff Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Buff Capital Management primarily serves individuals and families and also works with nonprofit organizations and retirement plans. The firm provides discretionary portfolio management and limited hourly financial consulting.
The firm's investment approach is value-oriented and long-term, emphasizing capital preservation and downside protection through diversified allocations to equities, high-quality bonds, ETFs, and occasional mutual funds. It establishes individualized investment plans that consider tax status and special circumstances, and it avoids margin, short selling, and option strategies while shifting toward cash or fixed income when equities appear overvalued.
Noteworthy features include a single, long-tenured chief investment decision maker who has led the firm since its founding and holds both CFP and CFA credentials; the firm manages roughly $50 million for a small number of client accounts, reflecting a concentrated client base. The firm does not vote proxies on clients’ behalf, does not accept third‑party sales compensation, and uses institutional services from a large custodian for trading and operational support, a relationship the firm discloses can create potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.0% $2,000,000 - $5,000,000: 0.8% $5,000,000 - $10,000,000: 0.4% $10,000,000+: 0.2%
Hourly basis for financial consulting services
Account minimum: $750,000
Main office
Newton MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Buff Capital Management · Buff Capital Management, LLC · Buff, Gayle Helene · Gayle Helene Buff
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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