Prime Buchholz

Prime Buchholz is an independent investment consulting firm that advises institutional and organizational clients on their investment policy and portfolios. Its services include non-discretionary consulting, outsourced implemented solutions, and outsourced chief investment officer work, where the firm handles day-to-day portfolio management. The firm also offers mission-aligned investing for organizations that want their investments to reflect their values, and defined contribution advisory for retirement plan sponsors.

Clients work with an investment committee or staff, who approve recommendations, while Prime Buchholz's back-office team coordinates investment activity. Prospective clients typically begin with a diagnostic review of their portfolio and overall financial picture. The headquarters is at 273 Corporate Drive in Portsmouth, New Hampshire, with additional offices in Boston and Atlanta.