Our Services

At no other point in time has financial and legal disclosure been so incomplete and misleading. The recent signing of the Dodd-Frank Wall Street Reform and Consumer Protection Act indicates an even stronger regulatory effort to protect the ultimate financial investor and increases the fiduciary responsibilities of Broker/Dealers and Financial Advisors.

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About Us

Buttonwood Investment Services, LLC was founded in 2004 by Dana Woodbury, an award winning due diligence professional, to provide reliable and timely third-party due diligence to the Broker/Dealer community.

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Buttonwood Investment Services offers two different levels of reports, both program reports and complete sponsor reports for those clients who want a more in-depth investigation.

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Buttonwood Investment Services

Buttonwood Investment Services, LLC offers the highest level of due diligence in alternative investments for the independent Broker/Dealer community.  Led by Dana Woodbury, a multiple award winning due diligence professional with 30 years of experience, the highly qualified and experienced staff takes a holistic approach to investigating complex alternative investments and analyzes a wide array of investment considerations including:

  • Financial
  • Legal
  • Regulatory
  • Macro and Micro Economic
  • Historical
  • Management
  • Ethical

Broker/Dealers have come to trust Buttonwood in supporting their commitment to fiduciary responsibility. Buttonwood’s extensive analysis on many levels has proved to enhance the quality of approved products and help maximize Broker/Dealer profits.

Utilizing experienced in-house analysts and a network of industry experts, Buttonwood provides reliable and timely due diligence in the areas of:

  • Mortgage and Debt Funds
  • Oil & Gas Programs
  • Equipment Leasing Programs
  • Money Managers
  • Hedge Funds
  • Business Development Companies
  • 1031 Exchanges (TICs & DSTs)
  • Commodity Funds
  • Insurance Programs
  • Web-based Products
  • Entertainment Programs

…a name that you can trust.