General Info

Buttonwood Partners, founded in 1990, is an employee-owned financial services firm that consists of several partner groups with different specialties, including financial planning, money management and brokerage services. The company provides investment advisory and brokerage services to individuals, pension and profit sharing plans, trusts, estates and corporations. It provides professional portfolio management as well as trade execution and custodial services. All the clients of the company receive quarterly reports that provide a review of portfolio actions, strategy and highlights of the stocks, current and historical performance of the portfolio and benchmarks, as well as information on realized and unrealized capital gains. Buttonwood Partners is headquartered in Madison, Wis.