Buttonwood Partners, Inc.

Buttonwood Partners, Inc. is a Wisconsin-based investment adviser and securities broker-dealer founded in 1990 by Bruce E. Krueger. The firm offers advisory services nationwide, managing approximately $17 million as of November 30th, 2016. Buttonwood provides complete portfolio management services with a focus on asset-based commissions for securities transactions. Clients can expect concentrated portfolios, potentially enhancing returns but also increasing risk. The firm's fee schedule is negotiable but generally ranges from 0.45% to 1.00% based on account asset value, with a minimum annual fee of $500. Fees cover both account management and securities order execution services. Buttonwood does not currently charge performance-based fees. The firm's investment managers utilize fundamental and technical analysis, implementing various short and long-term investment strategies. Buttonwood may concentrate client accounts in a few securities believed to perform well. The firm has resolved regulatory matters in the past and has implemented new procedures. Buttonwood is a fiduciary, acting in clients' best interests. Clients have the option for continuous advisory services with transaction executions, managed on a discretionary basis. The firm does not vote proxies but assists clients with proxy-related inquiries. National Financial Services LLC serves as the clearing firm for transaction execution. Bruce E. Krueger, the principal owner, has extensive experience in the industry and leads a team of professionals dedicated to providing comprehensive advisory services.