|
Buttonwood Financial Group's investment philosophies and practices surpass standard services found in other firms. Because we are committed to providing outstanding service that is customized to the needs of our clients, we assure the success of this goal with superior Client Involvement.
Our clients can also feel secure with our depth of knowledge in both traditional and alternative investments including Bonds, REITs, Annuities, Equipment Lease, 1031 exchange programs, Hedge Funds, Structured notes, and more.
Our unique investment philosophy is based upon Facts and Logic and is not subject to whims of rumors, emotion or the press as they try to sell another headline. We assure that you are able to know the insight to our recommendations through regular communication, accessibility, and strategic framework.
The Independent Advice we offer protects you from mismanagement noted in recent headlines. We encourage and demonstrate transparency of all decision making so you are at ease with decisions made on behalf of your assets.
To go even one step further beyond your expectations, we promote Multi-generational Planning to assure that your long-term estate goals are appropriately crafted and modeled according to your objectives for not only yourself but the future of your family. This perspective allows us to analyze your situation to develop a comprehensive plan and can include much more indepth strategies than you would normally find with a traditional brokerage relationship.
In addition, Buttonwood also provides these unique services:
- Question / Problem Resolution within 24 hours
Buttonwood staff is available and committed to answering questions and / or resolving problems within a 24-hour period of being reported.
- Flexible Reporting Methods
By default, we provide physical paper trade confirmations, statements, and reports. Many of these reports can also be sent electronically upon request.
- Anytime Reporting
Often the real world gets in the way of the perfect world and an updated statement of holdings, transactions, account performance, etc. needs to be generated. Buttonwood has the availability to produce the desired reports, when you need or want them.
- Transfer of Reportable Information Directly to Third Parties
Automatic delivery of any reportable information can be sent up to six interested parties per account. Generally accountants, attorney, and family are the most common recipients of this duplicate information.
- Online Account Access
All Buttonwood accounts can be accessed 24 / 7 via the internet. Account access allows for review of all investment activity, deposits, withdraws, dividends, interest, investment holdings, gains, losses, etc.
- Multiple Account Consolidated Reporting
In keeping with our objective to simplify the investment process we have incorporated systems that allow us to combine both physical paper statements and online reports into 1 envelope / screen view. We can also consolidate accounts for asset allocation reporting as well as separate account performance.
- Quarterly Investment Performance Reports
How is your account really performing? Buttonwood will track performance for the life of an account. Performance figures are based upon the value of the account the day the account is opened or the day assets are transferred into the account.
- Use of only no-load, load waived, or commission-free investments
In our fee-based accounts, we invest using individual fixed-income securities, separate account mangers, load waived / no-load mutual funds*, no-load annuities, and other commission-free investments.
* some mutual funds may charge 12b1fees.
- Simplified Debit Billing
By default we will deduct your quarterly management fee directly from your account. Or, if you prefer, we can bill separately for services rendered.
- A Regular Paycheck
Buttonwood can establish a payout program where, automatically on a set schedule, we will pay to you any dividends, interest, or a specific dollar amount.
- Cost Basis Tracking directly on the monthly statements
You will never again have to dig through old trade confirms and statements to figure cost basis. Once receive original purchase information from you, we will base our reporting on original cost basis figures for all your holdings.
|
