Contact: Julie Vergato
273 Corporate Drive
About Prime Buchholz
Prime Buchholz was established in 1988 and has grown to become a leading, uniquely independent investment advisory firm providing comprehensive investment solutions for approximately 260 clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment advisors to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.
We are not a broker/dealer, nor do we sell or provide any services to managers or manage any commingled funds or funds of funds. Objectivity and alignment with each client’s goals are fundamental to the way we do business. We firmly believe this is a critical differentiating factor that benefits clients seeking objective, independent advice and counsel.
Our clients include educational endowments, private and public foundations, cultural and faith-based organizations, health care and insurance organizations, pension plans, and high net worth families. Long-term client partnerships are a cornerstone at Prime Buchholz; we aim to work as an extension of our clients’ teams to create, implement, and monitor investment policies and asset allocation strategies to meet their unique investment goals.
We are 100% employee-owned and have no outside business affiliations.
At Prime Buchholz, we’re driven by our passion for helping organizations build the financial strength necessary to turn their visions into reality.