Services

Prime Buchholz is more than an investment advisor. Our sophisticated research operation is a powerhouse that is flexible enough to meet your unique needs and function as an extension of your staff. As a fully integrated partner, we help lighten the burden on your internal staff by providing structure and resources that help them make effective decisions. Our back-office team handles all coordination of investment activity, giving you the time to focus on your goals.

Our Core Offerings

Solutions

Non-Discretionary

Investment Consulting

We provide recommendations for your policy and portfolio.
Your investment committee reviews and approves our recommendations.
Your staff manages trade executions and cashflow with our support.

Outsourced Investment Solutions

Non-Discretionary

Implemented

We provide recommendations for your policy and portfolio.
Your investment committee reviews and approves our recommendations.
Our team takes responsibility for executing trades and managing cash flows.

Discretionary

Outsourced CIO

Your investment committee approves investment policy.
Our team assumes responsibility for the day-to-day management of your portfolio, as well, as executing trades and managing cash flows.

Mission-Aligned Investing

Sustainable, responsible, impact investing–let us be your experienced navigator. We've been helping organizations align their investments with their missions and values for three decades.

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Defined Contribution Advisory

We're a trusted, go-to resource for plan sponsors as they seek to maximize their plan benefits and meet their fiduciary responsibilities with confidence.

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