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25 Chestnut Street,
Portsmouth, NH 03801
T:(603) 433-1143
F:(603) 433-8661
E:pba@primebuchholz.com

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Investment Policy  Asset Allocation  Manager Evaluation  Monitoring  Special Studies



We provide a full range of core and additional services for our clients.  A core program includes:
  • Review and develop an Investment Policy based on the objectives and guidelines of the institution.
  • Determine an appropriate Asset Allocation Policy that will satisfy the demands of meeting liabilities (or spending policy), inflation, expenses and real growth with the goal of preserving intergenerational equity.
  • Help clients select Investment Managers through detailed research and evaluation, and provide clear recommendations in every asset class.
  • Monitor the progress and success of the investment structure by tracking historical performance versus peers, benchmarks, and client objectives within the context of the total portfolio.
  • Perform any additional Special Studies that serve to further the development of a successful investment program.  This includes, but is not limited to; market research, client-specific analysis, donor issues and education.