Prime Buchholtz LLC

Prime Buchholz LLC is one of the country’s leading, independent investment consulting firms. Their investment philosophy is direct and disciplined; their sole focus is helping their clients. Prime Buchholz full-retainer relationships benefit from their expertise in many additional areas – from acting as your back office to providing topical research. For life insurance clients, they offer several services including asset allocation, investment manager evaluation and implementation, risk/performance reporting, as well as other investment-related functions.

Website:
https://www.primebuchholz.com/

Contact:
Brian Matthews, Principal
brianm@primebuchholz.com