Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.  To each of our 250+ clients, we are more than just a service provider; we are a full-fledged investment partner whose mission is to go above and beyond in pursuit of greatness—beyond just numbers. 
For over 30 years, the firm has helped educational endowments, private and public foundations, cultural and religious institutions, health care and insurance organizations, and high-net-worth families align their portfolios with their missions and values.  We take great pride in joining forces with clients to affect positive, lasting change in their communities and the world.  Thus, nurturing long-term partnerships is a cornerstone of our work philosophy.  Our adaptability, commitment to transparency, and independence from outside business relationships are also hallmarks of the firm.  Simply put, our clients receive customized, personal service from a deeply experienced team that puts their best interests first.  
As a pioneer in the world of alternative-investments advising, we specialize in all asset classes, including hedge funds, private equity, and real assets.  We also seek to lead the way in diversity, equity, and inclusion, which we strive to integrate into everything we do—from growing our firm to evaluating investment managers, choosing vendors, and forming relationships with clients.  Further, we harness the full resources of our firm to deliver thoughtful, mission-aligned investing solutions to clients focused on long-term environmental, social, and governance matters.
In these ways and many others, we work in close collaboration with our clients to create, implement, and monitor investment policies and asset allocation strategies to meet their unique investment goals.
Prime Buchholz is headquartered in Portsmouth, NH with offices in Boston and Atlanta. We are proud to be 100% employee-owned.


Investment Management

Prime Buchholz LLC

Bill McCarron

Adam W. Leech

Laura Hampe

Jeff Brown

Arman Gevorgyan

Emily Agnew

Chris Regan

Dan Ricci

The Investment and Performance Analysis team at Prime Buchholz LLC is responsible for evaluating and monitoring the performance of investment portfolios, conducting in-depth research and analysis to support informed investment decisions. This team collaborates closely with clients to develop tailored investment strategies and asset allocation plans, ensuring alignment with clients' missions and long-term goals. By providing detailed performance reports and insights, the team helps clients navigate market conditions and achieve optimal investment outcomes.

Investment and Performance Analysis

Leadership Team

Research Team

Investment and Performance Analysis

About

Team members

Other teams at Prime Buchholz LLC

Leadership Team

Research Team