Goelzer Investment Management provides comprehensive financial counsel, investment advisory, and portfolio management services to affluent individuals and families and to institutional investors. We work collaboratively to deliver consistent performance and the highest level of customer service as we guide our clients to achieve their investment goals and realize their full financial potential.
Goelzer Investment Management is an SEC-registered investment advisor and a registered broker-dealer based in Indianapolis, Indiana. Employee-owned since our founding in 1969, we currently advise approximately 400 individual, family, and institutional clients across 34 states and Europe. Our team of investment professionals brings an average of 25 years of investment experience to bear on the decisions affecting each of our clients. As a registered investment advisor, we act in a fiduciary capacity, placing client interests before our own. With this foundation, we develop highly personalized client relationships built on trust, communication, and accessibility.
Our focus is to provide investors customized solutions to help them meet their specific goals and objectives. These solutions reflect our philosophy of diversification and risk management. We believe that consistent, disciplined adherence to this philosophy provides investors the best results over time. Specifically, we develop broadly diversified portfolios with exposure to equities – including domestic small and mid cap stocks and international equities – as well as fixed income securities and non-traditional assets and strategies. We believe that such diversification helps to limit portfolio downside risk – a key to long-term success.
Our clients rely on us for truly comprehensive financial counsel and investment advice. Extending beyond core portfolio management, our client relationships take into account the full spectrum of financial planning and investment advisory needs as we work to realize each client’s full financial potential. Indeed, we at Goelzer appreciate that investment success is but a means to an end. By helping clients achieve their financial objectives, we empower them to pursue and attain their life goals, whatever these may be. This is our mission.
