President’s Letter (Q4 2010)
Looking forward to 2011, we at Goelzer remain focused on meeting the needs of our growing list of clients. Indeed, last year we attracted a record number of new client relationships and assets. We are extremely gratified that the majority of these new relationships were a direct result of client referrals and we would like [...]
President’s Letter (Q3 2010)
We are pleased to take this opportunity to report that as a result of our continued growth and our long-standing relationship with our asset custody and clearing firm Pershing, we have been able to negotiate a reduction in our custodial and execution costs going forward. As a result, we are pleased to announce that we [...]
President’s Letter (Q2 2010)
With the most extensive remapping of financial regulations since the 1930s on the verge of passing, U.S. banks and financial markets will be under tighter governmental control for years to come. This bill is designed to cut the odds of repeating the recent financial crisis and the devastating recession and taxpayer bailout that followed, by [...]
President’s Letter (Q1 2010)
As the first quarter wound to a close, it was hard not to look back at the global financial markets just 12 months ago and realize how far and how quickly the recovery has come. To quote our Market Review from one year ago: Our view is that the stock market is accurately forecasting an [...]