A complete list of active advisors currently associated with The Butterfield Group LLC
Warmer can help you find a great advisor at The Butterfield Group LLC or one who fits your needs even better.
The Butterfield Group provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. Services described in the brochure include investment management, financial planning and consultation, retirement and estate planning, cash-flow and tax considerations, educational seminars, and other consulting on specific client objectives. The firm’s investment approach is asset-allocation driven and is typically implemented on a discretionary basis using written Investment Policy Statements and macroeconomic analysis of interest rates, money supply, commodity prices and political factors. Its documented process covers goal setting and risk/return profiling, asset allocation modeling, security selection across mutual funds, ETFs, equities, fixed income and alternative vehicles (including private funds and REITs), and ongoing monitoring and reporting. Compared with many independent advisers, the brochure highlights a broader client mix that explicitly includes small businesses and charitable organizations in addition to individual and trust clients. Operationally, the firm discloses requiring trade execution through a designated broker-dealer and notes the principal’s concurrent business activities outside of financial services—details that are atypical for firms of this type and size.
To learn more about the advisors currently working at The Butterfield Group LLC, 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 |
|---|---|---|
Simi Valley, CA
| 4
|
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