Custom Investment Research & Insights

Prime Buchholz’s in-house investment research department employs rigorous processes for analyzing and evaluating, and monitoring managers in an effort to ensure that clients benefit from appropriate investment opportunities and best-of-breed manager recommendations. Clients have direct access to our research professionals.

Specialization and judgment are critical components of our research process and allow for robust and independent evaluation. Through regular dialogue with portfolio managers, security analysts, economists, and others in the industry, we prepare insightful reviews on the markets and publish research papers.

The highly experienced members of our research team are actively involved with our client service teams and Asset Class Committees, serving alongside Consultants.