Provider Profiles
Prime Buchholz LLC
| Portfolio Construction |
| At Prime Buchholz, we focus on comprehensive portfolio construction tailored to each client's financial situation, risks, objectives, and liquidity needs. Our open architecture eliminates some of the conflicts of many of our competitors that offer proprietary products and focuses on the best interest of the client. We leverage a diverse mix of asset classes to create portfolios intended to meet or exceed client-specific objectives. Our customization is powered by the advanced analytics of our proprietary platform, PrimePlus®, and the thorough vetting of investment managers by our dedicated research team. This approach enables strategic asset allocation that adapts effectively to changing market conditions and client goals. |
| Profile | |
| Business model§ | Other |
| Year entered into OCIO business | 2012 |
| No. of relationship managers/salespeople | 3 |
| No. of OCIO portfolio managers | 22 |
| OCIO % of total firm revenue | 11% |
| No. of clients, full discretion | 32 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $4.9b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $0mm |
| 401(k), 403(b) or other defined contribution plan | $0mm |
| Endowments or foundation | $3.4b |
| Health care pools (board designated, funded depreciation) | $49mm |
| Other | $1.5b |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A consulting firm that also has discretion over assigned assets. Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. Other: An OCIO platform is something other than the types listed above. |
