Updated:
BUTLERJEFFREY, LLC
ButlerJeffrey is an independent fiduciary dedicated to putting client interests first, providing top-shelf advice and investment management free of conflicts...
Overview
ButlerJeffrey is an independent fiduciary dedicated to putting client interests first, providing top-shelf advice and investment management free of conflicts of interest or unnecessary fees. The firm builds portfolios based on the science of investing and helps clients develop plans to reach their financial goals. It offers investment management and comprehensive financial planning covering retirement, risk management, insurance, estate planning, tax planning, charitable giving, and wealth preservation.
General information
Firm type
RIA
Principals
Joe Black
Founding member and partner
Anna Rees
Frequently asked questions
Does BUTLERJEFFREY, LLC participate in fund commitments or only direct deals?
No information is publicly available regarding the firm's investment method — whether it commits to external funds, makes direct investments, or participates in co-investments.
What investment stages does BUTLERJEFFREY, LLC typically target?
Target investment stages are not disclosed. The firm has not publicly stated any preference for early-stage, growth, or buyout investments.
Which sectors does BUTLERJEFFREY, LLC explicitly avoid?
The firm has not publicly disclosed any sector preferences or avoidance. No investment exclusions are on record.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research BUTLERJEFFREY, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.