Outsourced Investment Solutions – A Flexible Continuum

Prime Buchholz can deliver outsourced investment services at a level of discretion that best meets our clients’ needs. Functioning as an outsourced investment staff, our team streamlines the investment decision-making and implementation processes to reduce the burden on our clients.

Implemented Consulting – The client and its investment committee take responsibility for the asset allocation, while leaving manager selection and implementation to Prime Buchholz. This model is also available on a non-discretionary basis, whereby the client retains responsibility for manager selection.

Outsourced CIO – Based on the client’s investment policy guidelines, Prime Buchholz would design and implement a portfolio within those guidelines and for related items such as asset allocation, manager selection and implementation (hiring and firing managers), and performance reporting.

Under each approach, Prime Buchholz remains responsible for the ongoing monitoring and reporting of the portfolio and remains available as an ongoing resource in support of the client.