The Work Index by Flexa

Prime Buchholz LLC

Prime Buchholz LLC is a reputable investment consulting firm specializing in providing independent and personalized advice to a diverse range of clients.

https://www.primebuchholz.com/
5.5

/10

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Description

Prime Buchholz LLC is an investment consulting firm headquartered in Portsmouth, NH, with offices in Boston, MA, and Atlanta, GA. The firm specializes in providing investment advice and portfolio management services to a diverse range of clients, including educational institutions, healthcare organizations, public and private foundations, cultural and faith-based organizations, retirement plan sponsors, and individuals and families. Prime Buchholz is known for its fiercely independent approach, emphasizing client-centered service and transparency in all aspects of its operations.

Prime Buchholz is committed to diversity, equity, and inclusion (DEI) within its own organization, the investment industry, and the communities it serves. The firm works closely with clients to foster gender and racial diversity across their investment portfolios, actively seeks out women- and minority-owned businesses, and engages with organizations that serve under-represented and under-served constituencies. Prime Buchholz's dedication to DEI is reflected in its recruitment processes, internal initiatives, and investment solutions.

Flexibility

Prime Buchholz offers a flexible work environment, with interns expected to work a standard 40-hour week but with a minimum of 24 hours required to be in the office. Interns can choose their flexible days and times within the Monday-Friday, 8:30 a.m.-5 p.m. timeframe. This flexibility allows for a better work/life balance while ensuring the intern is present for training and team meetings.

Office based

Benefits

Prime Buchholz offers a comprehensive benefits package that includes competitive pay and a strong emphasis on work-life balance. They prioritize a collaborative office culture, provide direct access to firm principals, and offer opportunities for professional and personal growth. Additionally, employees enjoy catered lunches, firm outings and activities, and a location in a historic, bustling small city with access to a variety of amenities.

Mission

Prime Buchholz LLC is an independent investment consulting firm dedicated to providing customized, transparent, and mission-aligned investment advice to a diverse range of clients, primarily in the non-profit sector. Their mission is to build long-term, fully integrated relationships with their clients, working alongside them to achieve their financial goals and values, whether it's growing assets for educational institutions, supporting healthcare organizations, or fostering social impact initiatives.

Data-driven
Environmental impact driven
Social impact led
Sustainability

Culture

Prime Buchholz fosters a collaborative and supportive culture, valuing teamwork, open communication, and professional growth. They emphasize direct access to firm principals, encourage employees to share ideas, and provide opportunities for personal and professional development. The company promotes a healthy work-life balance, encourages community involvement, and fosters a fun and relaxed atmosphere.

Collaborative
Engaging
Fun
People-first
Progressive
Supportive
Transparent

DE&I

Prime Buchholz has a firm commitment to diversity, equity and inclusion (DEI) and is actively working to foster a more inclusive workplace and investment industry. They believe in building a diverse team with varying ages, genders, and abilities and actively seek out women- and minority-owned businesses when hiring vendors and suppliers. They also partner with several local and national organizations to advocate for greater DEI within the financial services industry and encourage clients to invest in firms with histories of advancing women and minorities in leadership.

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