Prime Buchholz
Prime Buchholz is an independent investment consulting firm. One of Prime Buchholz many services is Outsourced Investment Solutions. Based on their client's investment policy guidelines, Prime Buchholz will design and implement a portfolio based on those guidelines.
Perella Weinberg Partners
Perella is a independent financial services firm. The agility strategy provides outsourced investment solutions for clients. This platform allows for the Outsourced Investment Team to customize investments to meet the clients' individual needs.
Parnassus Investments
Parnassus Investment manages six funds to meet various investment needs. Responsible Investing is at the heart of their investment approach. Each member of the investment team considers ESG factors, while two members of the team are dedicated solely covering ESG factors.