An investment partner
that goes above and beyond

Others say it; we live it.
Scroll to learn about five ways we’re different.

Prime Buchholz_Long Term Relationships

Long-term, fully integrated relationships

We’re pro-consistency and anti-complacency. Your experienced, multi-functional team will work for you like we’re sitting right outside your office. Further, what you see is what you get. The people who lead this firm are among those on your service team—and, as our client, you have direct access to them whenever you want. In our world, tenure and long-term partnerships are positive things.

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Adaptability to individual client needs

Our clients come from many different spaces and have a wide variety of objectives and needs. That’s why we build a custom portfolio for every single one—designed to align their capital with their individual goals. We will work closely with you to create, implement, and monitor investment programs and asset allocation strategies that suit your unique needs.

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Investment Consulting
Investment Consulting Services

Transparency at all times

Transparency is at the heart of how we do business. It’s emphasized in our operating philosophy, engagement work, investment process, monitoring activity—even our fees. In fact, we offer a full-service model. You won’t ever be surprised by extra service charges and other fees because they’ll never show up on your invoice. This model frees us to do whatever we feel it takes to do right by you—like a true partner.

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Fiercely independent investing

Prime Buchholz has been fully independent since its inception in 1988. That means that we have no outside business relationships that influence the way we serve you, we don’t accept any compensation from managers, and we won’t try to recommend products that don’t make sense for your needs. We operate in this way not because we’re required to but because we want you to rest assured that we are acting with your best interests in mind.

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A steadfast pursuit of greatness — beyond just the numbers

We work with community foundations, hospitals, schools, pensions, faith-based organizations, endowments, and others, so we know a 10-year compound return is not just a number. To our clients, asset protection and growth represent more academic scholarships, improved health care facilities, community services, bright retirements for hardworking people, and so much more.

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