Buttonwood Financial Advisors Inc.
Buttonwood Financial Advisors, Inc. is an SEC-registered investment advisory firm headquartered in Baltimore, Maryland. Founded in 2011, the firm provides comprehensive investment management, financial planning, and wealth management services primarily to individuals, high net worth individuals, and a small number of charitable organizations and corporate clients. The firm has 8 employees and is committed to objective, fiduciary advice to help clients achieve their financial goals.
Investment Strategy
Buttonwood Financial Advisors, Inc. employs a client-focused approach, providing discretionary and non-discretionary portfolio management tailored to individual goals and risk tolerances. The firm manages diversified portfolios with a focus on equity and fixed income securities, balancing risk and long-term growth. Their investment philosophy emphasizes personalized financial planning and ongoing client communication, primarily serving high net worth individuals and families.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MOAT | VANECK ETF TRUST | 10.19% | $29.6M | 298,563 | $81.23 | $99.11 | +$4.5M |
G GOOGL | ALPHABET INC | 6.13% | $17.8M | 73,181 | $146.50 | $243.10 | +$5.7M |
F FBND | FIDELITY MERRIMACK STR TR | 6.00% | $17.4M | 377,015 | $45.72 | $46.24 | +$5.1M |
F FHLC | FIDELITY COVINGTON TRUST | 4.92% | $14.3M | 213,775 | $67.58 | $66.87 | +$2.2M |
M MSFT | MICROSOFT CORP | 4.77% | $13.9M | 26,759 | $318.31 | $517.95 | +$409.8K |