Prime Buchholz LLC

Overview

Prime Buchholz LLC is an independent, employee-owned investment advisory firm based in Portsmouth, New Hampshire. Founded in 1988, the firm is dedicated to providing impartial and conflict-free investment advice, ensuring recommendations are made solely in the best interests of its clients. The firm specializes in customized investment consulting and portfolio management services for various organizations such as community foundations, hospitals, schools, pensions, faith-based organizations, and endowments.

It offers services including investment advisory, pension consulting, and financial advisor selection assistance. Focusing on integrating client missions and values into portfolio construction, the firm operates on a fee-only advisory model, promoting transparency and fiduciary responsibility. Recognized as a Certified B Corporation since March 2023, Prime Buchholz emphasizes ethical stewardship, social and environmental performance, and long-term impact in its investment practices.

Basic Information

Contact Details

• Phone: +1 603-433-1143
• Website: primebuchholz.com
• LinkedIn: linkedin.com/company/prime-buchholz-llc

Key Focus Areas & Initiatives

• missionaligned investing
• outsourced cio
• defined contribution advisory
• diagnostic reviews
• investment policy guidelines
• investment structure & implementation
• manager evaluation
• recommendation
• monitoring
• performance & risk measurement
• audit package preparation
• asset allocation
• market research
• long-term client relationships
• conflict-free guidance
• b2b
• mission-driven portfolios
• portfolio management
• independent investment advice
• client-centered service
• investment strategy development
• performance monitoring
• asset management
• services
• other financial investment activities
• impact investing
• mission-aligned investing
• esg compliance
• consulting
• customized portfolios
• esg investing
• investment management
• financial services
• private equity research
• manager research
• risk minimization
• investment consulting
• manager due diligence
• financial consulting
• finance
• education
• non-profit
• management consulting
• nonprofit organization management

Technologies Used

• Amazon SES
• Barracuda Networks
• Gmail
• Google Apps
• Google Font API
• Google Tag Manager
• Gravity Forms
• Mailchimp Mandrill
• Mobile Friendly
• Nginx
• Outlook
• Pantheon
• Remote
• Route 53
• Varnish
• WordPress.org
• reCAPTCHA