Buttonwood Advisors, LLC

Buttonwood Advisors, LLC provides discretionary portfolio management and related investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations and other business entities. As of December 31, 2025, the firm reported managing about $2.35 million for roughly 32 clients and does not include high‑net‑worth individuals among its client base, indicating a focus on non‑HNW individual investors and smaller institutional relationships.

The firm tailors portfolios to each client’s goals and risk tolerance, implementing asset allocation and rebalancing under discretionary authority and conducting quarterly performance reviews with an annual in‑person portfolio meeting option. Buttonwood typically uses equity securities, ETFs, mutual funds and fixed income instruments and applies a range of analytical methods (fundamental, technical, cyclical and charting) while offering strategies that include long‑ and short‑term purchases, covered options, margin use, and model or firm‑developed portfolios.

Noteworthy for a small adviser, Buttonwood discloses the use and recommendation of complex or higher‑risk instruments — such as structured notes, inverse/leveraged and buffer ETFs, futures/options and cryptocurrency exposures — and it treats cash and margin positions as assets under management for fee calculations, a practice that can affect conflicts of interest. The firm recommends a single independent custodian (Altruist) for trade execution and aggregated block trading, and it does not vote proxies on client securities, leaving proxy voting to the client.