Provider Profiles
Prime Buchholz LLC
| Profile | |
| Business Model/Type§ | OCIO + other |
| Year Entered Into OCIO Business | 2011 |
| No. of Relationship Managers/Salespeople | |
| No. of OCIO Portfolio Managers | |
| OCIO % of Total Firm Revenue | 8% |
| No. of Clients, Full Discretion | 17 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $2.9B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $2.8B |
| Health Care | $74MM |
| Other |
| Portfolio Construction |
Prime Buchholz constructs customized portfolio based on the organization’s specific objectives, risk tolerance, and liquidity needs. They first seek to understand the financial picture and enterprise risk of the organization to ensure they are working toward building a portfolio that suits any specific needs and objectives. They typically design a growth-oriented portfolio intended to be responsive to market conditions without requiring perfect knowledge of the direction and magnitude of market influences and anticipation of their likely impact on various asset classes and investments. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |