WHY GOELZER

  • Experienced
    Investment
    Teams
  • Organizational
    Stability and
    Independence
  • Proprietary
    Research
    Focus
  • Relationship
    Accountability
    and Service
  • Track Record
    of Successful
    Results

RESEARCH

Research is the most critical key to success in actively managing a client’s portfolio. It reflects
our team’s deep experience and an ability to develop a differentiated
view from the market consensus.

 RELATIONSHIPS

Our clients’ interests come first,
and we hold ourselves accountable
every day. We listen carefully
to what our clients have to say. We serve you as a true fiduciary.

 RESULTS

What matters most is how
a client defines success. Absolute performance metrics are important.
In the end, delivering a successful outcome
is what really matters.

EXECUTIVE TEAM

Gregory W. Goelzer

Chief Executive Officer

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J. Andrew Concannon, CFA

Chief Investment Officer

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Brett D. McKamey, CFA

President & Chief Operating Officer

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Donald J. Hutchinson

Senior Portfolio Manager

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Jenise C. Jeffers

Investment Operations Manager

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Thomas F. Maurath, CFA

Senior Portfolio Manager

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Debra A. Rynerson

Finance Manager

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FIRM OVERVIEW

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