Providing Customized Investment Programs for a Wide Range of Clients

At Prime Buchholz, we put clients first. Our service models ensure that each client has a dedicated, multi-functional team that serves as an extension of the client’s staff and/or committee. This highly engaged level of service sets us apart from others in the industry and is a big reason nearly half of our clients have been with us for more than ten years, while some of our relationships have surpassed two decades.

A variety of clients have come to rely on our expert guidance and disciplined — but flexible — approach. We work with educational institutions, health care facilities, public and private foundations, cultural and faith-based organizations, retirement plan providers and high net worth individuals and families. Service to the non-profit community has always been the core of what we do, representing more than 90% of our more than 270 clients.