The Butterfield Group LLC

The Butterfield Group provides customized investment management, financial planning, and other consulting services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and charitable organizations. The firm’s Wealth Management offering combines ongoing investment management with planning support and occasional educational seminars.

The firm describes an asset‑allocation driven investment process that begins with a client‑specific Investment Policy Statement and includes goal setting, risk profiling, investment selection, implementation, and monitoring; its methods explicitly incorporate macroeconomic analysis such as money supply, interest rates, and commodity prices. Portfolios are generally managed on a discretionary basis, with the firm executing trades centrally, permitting client‑imposed written restrictions, and relying on periodic custodian reporting.

Compared with many solo independent advisers, the brochure highlights a broader client mix than typical — explicitly naming charitable organizations and small businesses and referring to other business entities and pension‑style arrangements — despite being a small firm managing roughly $7.9 million for about 60 clients. The firm’s principal brings a non‑traditional professional background combining financial planning credentials with engineering and project‑management experience and maintains a separate engineering business, which the brochure notes as an ongoing outside activity.