Buttonwood Financial Reports $227M in Holdings

Investment firm’s latest report highlights diversified portfolio with no outside managers.

January 23, 2025

Strong Portfolio Diversification in Latest SEC Filing

Buttonwood Financial Advisors Inc. disclosed $227.5 million in assets under management in its latest quarterly report, covering 97 investment positions. The firm, headquartered in Baltimore, Maryland, operates as an independent institutional investment manager with no external managers listed under its purview.

The 13F filing, submitted to the Securities and Exchange Commission (SEC) for the quarter ending December 31, 2024, reflects Buttonwood’s investment strategy and market positioning during a period of heightened economic uncertainty and fluctuating interest rates.

Key Portfolio Takeaways

• Total assets under management:$227.5 million


• Number of reported holdings: 97


• External managers: None


• Report signed by: Jeffrey Malcom, Portfolio Manager

As part of its disclosure, Buttonwood confirmed that all investments are self-managed, indicating a hands-on approach to portfolio decisions rather than delegating positions to other firms.

Investment Strategy Amid Market Volatility

The report comes at a time when investors are adjusting to changing Federal Reserve policies, shifting bond yields, and evolving equity market conditions. Buttonwood’s holdings reflect a broad-based investment strategy, likely incorporating diversified exposure across various asset classes.

By maintaining an independent stance without external managers, the firm underscores a deliberate approach to asset allocation and risk management, prioritizing internal expertise to navigate market uncertainties.

Looking Ahead

With 97 positions on the books, Buttonwood’s investment outlook suggests a measured, diversified approach to capital deployment. As 2025 unfolds, investors and analysts will watch for shifts in the firm’s allocations, particularly in response to interest rate movements, economic growth trends, and geopolitical developments that could impact portfolio performance.