Custom Solutions

Buttonwood provides custom investment evaluation and due diligence solutions crafted to meet the needs of a wide range of clients. Examples of custom services include:

  • BD/RIA internal due diligence and risk management services
  • BD/RIA investment evaluation and investment committee advising and recommendations
  • Family Office investment analysis, evaluation and recommendations 
  • Family Office due diligence services 
  • Investment program formation and structure consulting
  • Asset manager investment opportunity evaluation
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