A Culture of Community & Collaboration

At Prime Buchholz, we believe the strength of our firm comes from the collective perspectives, experiences, and talents of our team. Our culture is rooted in collaboration, intellectual curiosity, and a shared commitment to serving our clients with excellence. We foster an environment where individuals from different personal and professional backgrounds can thrive, contribute, and grow.

We are proud to be 100% employee-owned, which reflects our belief in shared responsibility and long-term alignment. Our team spans a range of ages, background, experiences, and career paths, creating a dynamic workplace that values fresh ideas alongside deep industry knowledge. We are intentional about hiring and developing talent that reflects the broad perspectives needed to serve our clients effectively.

Beyond our own walls, we engage with organizations that support professional development, industry best practices, and broader conversations about the future of the investment advisory industry. We challenge ourselves and our investment partners to continuously evolve, believing that different perspectives and inclusive practices drive stronger outcomes.

Areas of focus

Talent Acquisition

When bringing new members into the Prime Buchholz team, we prioritize building a strong pipeline of candidates who bring a range of perspectives, experiences, and expertise. We actively cultivate relationships and partnerships that help us connect with exceptional talent from different professional and educational backgrounds.

Employee Engagement & Retention

Our people are truly our greatest asset. We strive to create an environment where employees feel valued, heard, and supported throughout their careers. Our culture is built on open dialogue, professional growth, and opportunities for mentorship and collaboration across all levels of the firm. We offer training, career development programs, and other initiatives that foster connection and continuous learning.

Mission-Aligned Investing

We work closely with clients to align their investment strategies with their values and long-term goals. This includes identifying firms with strong leadership, broad perspectives, and innovative approaches to solving complex challenges. Our investment research explores trends shaping the industry, including opportunities to support firms that contribute positively to their communities. In this Investment Perspective, we explore how evolving leadership structures shape representation and opportunity in asset management.

Supplier Sourcing

We believe in working with businesses that reflect our commitment to high-quality service and building a more inclusive community. As part of our vendor selection process, we actively engage with a wide range of vendors and suppliers, including those led by individuals with different backgrounds.

Community Engagement

Beyond our work with clients, we are committed to contributing to the broader community. We support organizations that promote education, access, and economic opportunity, aligning with our belief that strong communities benefit everyone.

Our Partners

The Diversity Workforce Coalition comprises employers and other community members whose purposes are to promote diversity in the workplace through education, training, and enhanced networking opportunities, and to identify and connect resources to its members and the public.

The National Association of Securities Professionals assists people of color and women in its effort to achieve increased inclusion in the financial services industry.

Toigo’s mission is to foster the career advancement and increased numbers of under-represented populations at the leadership level. It aims to do this by creating mechanisms for greater inclusion from the classroom to the boardroom.

This organization is widely considered the leading global affinity group for women in the finance and alternative investments industries.

Year Up

Year Up works to “close the opportunity divide” by helping young adults to transition from low-paying jobs to meaningful careers on an accelerated timeline.

Are you interested in working with us? We’re hiring!

 

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