We are an investment consulting firm that works primarily with foundations and endowments. Throughout our history, Prime Buchholz has partnered with clients who have sought to align their investments with their mission. From endowments seeking to divest from tobacco and alcohol, to environmentally oriented foundations who both divest and proactively invest in solution-oriented products, to clients who want their managers to integrate ESG factors into their investment process, we help clients create portfolios that reflect their values.
Syntrinsic partners as a fiduciary with nonprofit organizations and philanthropic private clients to develop, implement, and monitor customized investment portfolios.
Our firm operates at the intersection of investment advisory services and social responsibility, seeking opportunities that generate measurable social and environmental returns alongside financial returns. We believe that by aligning our resources and expertise with institutions and families that share our values, we can amplify our impact and create sustainable change. With a deep sense of professionalism and civic duty, we approach our partnerships with dedication, integrity, and a commitment to advancing the well-being of communities worldwide.
