Prime Buchholz LLC | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Prime Buchholz LLC is an independent, employee-owned investment advisory firm based in Portsmouth, New Hampshire.
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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.
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