A complete list of active advisors currently associated with Butler Financial Services, Ltd.
Warmer can help you find a great advisor at Butler Financial Services, Ltd. or one who fits your needs even better.
Butler Financial Services, Ltd. provides fee-based portfolio management and financial planning primarily for individual clients, and also works with trusts, estates and business entities. The firm highlights retirement planning as a specialty and offers standalone financial plans as well as ongoing asset allocation and portfolio management services. The firm’s investment process is asset-allocation driven and grounded in modern portfolio theory, using strategic and dynamic allocation with periodic rebalancing and statistical performance analysis supported by integrated computer models. Butler Financial Services may manage accounts on a discretionary basis, uses Charles Schwab Institutional for custody and execution, and states it is not constrained by proprietary research or fund offerings when selecting investment vehicles. Distinctive features include in-house tax return preparation and accounting services (reported as a substantial part of firm activity) and the fact that a principal holds California real estate broker and loan origination licenses, services clients may choose to use but are not required to engage. The firm operates with a small advisory team (two advisors) managing roughly $45 million for about 60 clients, which shapes the range of services and the firm’s operational focus.
To learn more about the advisors currently working at Butler Financial Services, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westlake Village, CA
| 22
| |
Westlake Village, CA
| 10
|
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