Independence:
It's fundamental to the way we do business. We have no outside business affiliations. Our job is to help you broaden your investment opportunities and maintain the optimal balance of risk and return by identifying appropriate asset classes, recommending or selecting what we believe are the best managers for each, and carefully monitoring the results.
Experience:
We are experienced with every asset class and investment instrument. In fact, we were among the industry’s first consulting firms to develop expertise in alternative investments such as real assets, hedge funds, and private equity. The range and depth of two decades experience in alternative investments is difficult, if not impossible, to replicate.
Process and Philosophy:
Our guiding principles and strategies underpin a comprehensive process that focuses on measured risk management to help clients withstand volatile market environments. To achieve this, we incorporate disciplined and diversified asset allocation, pragmatic spending policies, high-quality manager selection, and rigorous portfolio monitoring. Specialized asset class committees are comprised of both research analysts and senior consultants, facilitating robust idea generation and sound decision-making.
We recognize that every client portfolio is different and understand the importance of taking on a customized approach with each one. Learn more.
Client Service and Implementation:
Prime Buchholz is more than an investment strategist and advisor, and more than a sophisticated research operation. For many of our clients, we function as an extension of their investment committees and internal staff. As a fully integrated partner, we help lighten the burden on our clients’ internal staff by providing structure and resources to help them make effective decisions and execute on those decisions in a timely and accurate manner. For clients seeking outsourced solutions, we have the flexibility to structure an enhanced level of service that further reduces burden on committee and staff in terms of asset allocation and manager selection/implementation. Regardless of the service model, we follow through with rigorous monitoring and customized reporting.