Our Services
Buttonwood Capital offers a range of bespoke consulting and advisory services.
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Consulting Services
Buttonwood Capital’s services design, construct, staff and scale institutional-grade operating infrastructures for SMA platforms.
Investment Manager Due Diligence & Acquisition: Comprehensive evaluation and sourcing of investment managers
Strategy and portfolio construction analysis
Track record verification and performance attribution
Operational due diligence
Risk management framework review
Manager onboarding and integration
Operational Platform Development: Design and implementation of institutional operational infrastructure
Operating model design
Portfolio oversight frameworks
Reporting architecture
Operational workflow development
Scalable infrastructure planning
Governance & Operating Procedures: Creation of formal governance frameworks and internal operating procedures
Written supervisory procedures (WSPs)
Operational playbooks
Investment oversight processes
Compliance-aligned workflows
Internal controls and documentation
Service Provider Selection & Integration: Evaluation, selection, and integration of critical institutional partners
Prime broker evaluation
Fund administrator selection
Audit and legal provider assessment
Technology vendor review
Contract negotiation support
Strategic Introductions: Targeted introductions to institutional partners that support platform development
Service providers
Technology vendors
Strategic partners
Capital sources and allocators
Technology & Systems Architecture: Design and implementation of modern technology infrastructure
Trading and portfolio management systems
Risk analytics platforms
Data architecture and reporting pipelines
Operational dashboards and monitoring systems
Advisory Services
Buttonwood Capital engages clients via project-based engagements and ongoing strategic advisory relationships.
Typical Engagements Include:
Launching new investment platforms
Institutionalizing emerging managers
Rebuilding operational infrastructure
Service provider restructuring
Operational due diligence preparation
Who We Work With:
Emerging hedge fund managers
Multi-manager investment platforms
Family offices and investment firms
Institutional allocators
Investment businesses undergoing operational transformation