Why Buttonwood Partners, Inc. is the right independent firm.
Buttonwood Partners success has been built on true independence. Our representatives work for themselves while sharing the benefits of a large office. They take the time to get to know you and tailor your portfolio to fit your comfort level of investing. We also offer investment advisory services, in case you are seeking discretionary portfolio management (someone making trading decisions for you based on your risk tolerance and investment objectives.
We have the resources to provide the library of services offered by much larger, less personal brokerage houses. We are a full-service independent broker-dealer and registered investment advisor managing over $500 million in assets for clients across the country.
We have partnered with Fidelity Clearing & Custody Solutions to serve as our clearing firm and custodian, providing large-company benefits while maintaining a small-firm, customer focused approach. In addition, we maintain our own trading, compliance and support services in-house.
Our clearing firm maintains a local bank account allowing us the ability to take in your deposits and issue checks right from our home office location. You don't have to lose precious interest waiting for your money to get through the mail to its final destination. We can also initiate electronic funds transfers from our office. You'll always have a friendly voice and familiar face helping you, rather than navigating a phone tree or random customer service rep.
We trade individual stocks, ETFs, corporate bonds, municipal bonds, treasuries, GNMA's, FNMA's, options, CD's, and mutual funds from every major family.
To protect your investments, Fidelity Clearing & Custody Solutions provides unlimited insurance over and above SIPC coverage on your account through an independent source.
We are conveniently located on Madison's West side with easy access off Hwy 12/18 (the Beltline)'s Old Sauk Road exit; the majestic elk statues are a can't miss landmark that lets you know you are home.
Why Fidelity Clearing & Custody Solutions is the right clearing firm:
Fidelity Clearing & Custody Solutions is strictly a clearing firm. It is designed to service its clients, not compete with them.
Fidelity Clearing & Custody Solutions is a wholly owned subsidiary of Fidelity Investments. Fidelity is a Money Market Firm, not an Investment Bank. As a result, Fidelity does not risk its capital in a manner which has resulted in the part failures of the Investment Banks.
Our Clients were not directly exposed to the uncertainty surrounding many financial institutions during the 2008-2009 crisis.
Fidelity Clearing & Custody Solutions provides a full range of financial products ranging from Money Market Funds to Mutual Funds, Stocks and Bonds, CD's and other types of financial products.
Fidelity Clearing & Custody Solutions has a user friendly software program for accessing client account information and providing client service.
Online trading is available to clients as well as instant access to view updated account information online.