The Foundation of a Successful Investment Program

Building a successful investment program begins with a partnership between the client and their advisor.  Prime, Buchholz & Associates’ comprehensive client approach is a collaborative effort focused on the specific needs of each institution.

The first stage in the process, and certainly the foundation for a successful investment program, is the Investment Policy.  The Policy must:

• Meet the return objectives of the institution
• Satisfy any cash flow requirements
• Assume a reasonable amount of risk that is commensurate with the institutional goals