2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Prime Buchholz & Associates




Business Model/TypeImplemented consulting









A consulting firm that also has discretion over some assets.  









Year entered into OCIO business 2011
Number of relationship managers/sales people 18
Number of portfolio managers n/a
OCIO percentage of total firm revenue n/a
AUM full discretion $313M
Number of full discretionary clients 6
Minimum OCIO mandate None












Number of Full Discretionary Clients by Region






United States 6
Canada 0
UK/Europe 0
Other 0




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