Butler & Co., Inc.

Butler & Co., Inc. provides non‑discretionary portfolio management, advisory consulting, selection of third‑party advisers, and pension consulting to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services are tailored to each client’s suitability profile and may be delivered on a one‑time or ongoing basis depending on the engagement.

The firm gathers client objectives, risk tolerance and financial information to recommend model or customized portfolios, monitors accounts and rebalances as needed, and typically requires client approval before executing trades. Butler & Co. applies fundamental analysis and a mix of strategies — including income, capital preservation, growth, value, relative strength and long‑term buy‑and‑hold approaches — and may engage sub‑advisers to manage portions of accounts when clients grant discretionary authority.

Noteworthy aspects include a small, solo practice managing roughly $10 million in primarily non‑discretionary assets for a very small client base, and the firm’s provision of pension consulting and institutional‑style services, which are less common among peers. The firm also operates as a licensed insurance agency and discloses fee‑sharing arrangements with recommended third‑party advisers, a potential conflict it identifies in its disclosures.