The Butler Group LLC

The Butler Group LLC is a small, state‑registered independent investment adviser that serves primarily individual clients — including several high‑net‑worth households — and also works with businesses, charities and small pension plans. The firm provides financial planning (including written plans and hourly consultations) and ongoing portfolio management, generally implemented with discretionary authority where agreed.

Investment decisions are based on fundamental analysis combined with a scoring system that aggregates ratings from multiple research sources, and portfolios are constructed through tailored asset allocation aligned to each client’s risk profile. The adviser uses broadly traded equities, fixed income, mutual funds and ETFs, government securities and options, emphasizes moderate risk and lower turnover, and will recommend or monitor outside managers for specialized strategies when appropriate.

Noteworthy characteristics include a compact client roster relative to assets under management and a long‑standing, small practice that focuses on individualized service. The firm does not accept commissions, does not vote client securities, avoids soft‑dollar and wrap arrangements, and sometimes implements diversification by recommending outside money managers with fee‑sharing arrangements.