Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm. To each of our 250+ clients, we are more than just a service provider; we are a full-fledged investment partner whose mission is to go above and beyond in pursuit of greatness—beyond just numbers.
For over 30 years, the firm has helped educational endowments, private and public foundations, cultural and religious institutions, health care and insurance organizations, and high-net-worth families align their portfolios with their missions and values. We take great pride in joining forces with clients to affect positive, lasting change in their communities and the world. Thus, nurturing long-term partnerships is a cornerstone of our work philosophy. Our adaptability, commitment to transparency, and independence from outside business relationships are also hallmarks of the firm. Simply put, our clients receive customized, personal service from a deeply experienced team that puts their best interests first.
As a pioneer in the world of alternative-investments advising, we specialize in all asset classes, including hedge funds, private equity, and real assets. We also seek to lead the way in diversity, equity, and inclusion, which we strive to integrate into everything we do—from growing our firm to evaluating investment managers, choosing vendors, and forming relationships with clients. Further, we harness the full resources of our firm to deliver thoughtful, mission-aligned investing solutions to clients focused on long-term environmental, social, and governance matters.
In these ways and many others, we work in close collaboration with our clients to create, implement, and monitor investment policies and asset allocation strategies to meet their unique investment goals.
Prime Buchholz is headquartered in Portsmouth, NH with offices in Boston and Atlanta. We are proud to be 100% employee-owned.
Company Details
- Employees
- 153
- Founded
- -
- Address
- 273 Corporate Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- primebuchholz.com
- Keywords
- Mission-Aligned Investing, Outsourced CIO, Defined Contribution Advisory, Diagnostic Reviews, Investment Policy Guidelines, Investment Structure and Implementation, Manager Evaluation, Recommendation, and Monitoring, Performance and Risk Measurement, Audit Package Preparation.
- HQ
- Portsmouth, NH
Prime Buchholz Llc Questions
Prime Buchholz Llc's website is primebuchholz.com
Prime Buchholz Llc's LinkedIn profile is https://www.linkedin.com/company/prime-buchholz-llc
Prime Buchholz Llc has
153 employees.
View email and phone details for 153
employees at Prime Buchholz Llc.
Prime Buchholz Llc's industry is
Financial Services
Prime Buchholz Llc's top competitors are
Verus,
Nepc, Llc,
Meketa Investment Group,
Marquette Associates,
Lake Street Advisors,
Cambridge Associates,
Mfs Investment Management,
Callan,
Wellington Management,
Fidelity Investments.
Prime Buchholz Llc's categories are Financial Services
Prime Buchholz Llc's founding year is 1988
