What We Do
Our focus is to provide investors customized solutions to help them meet their specific goals and objectives. In support of this, we offer investment planning, advice and portfolio management services.
Goelzer’s financially strong and well-capitalized corporate structure affords us outstanding investment management capabilities and ensures superior services to our advisory clients. While possessing the significant resources that allow us to offer the sophisticated services required in today’s financial environment, we remain steadfast in our devotion to providing highly individualized solutions and attention to each client.
Our team of investment professionals has the expertise and broad client experience necessary to address the diverse and complex needs of investors. The depth and breadth of our professional capabilities mean that each client benefits from a customized, tailored strategy to address their specific investment objectives.
We counsel clients on a broad array of financial matters, including:
- Retirement Planning
- Planned Giving and Charitable Gifting
- Investment-Related Tax Strategies
- Domestic Budgeting and Cash Management
Our financial counsel serves to develop the most appropriate investment solutions for our clients. 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 alternative investments and strategies. We believe that such diversification helps to limit portfolio downside risk – a key to long-term success.
We further manage risk by continually analyzing every major asset class and market. Our portfolio managers are dedicated to a specific asset class and monitor that asset class on an ongoing basis. All portfolio managers meet regularly to assess developments for each asset class and their findings are reviewed at the firm level.
Our investment philosophy is brought to bear on each client portfolio. Portfolios are individually managed by an investment team dedicated to the investment style recommended to and chosen by the client. Each investment team in turn participates in our Investment Policy Committee, allowing all of our clients to benefit from the extensive knowledge of one of the most experienced firms in the investment industry.