President’s Letter (Q4 2011)
As we have conveyed in earlier letters and reports, 2011 brought new requirements regarding cost basis reporting of individual investment holdings. As such, Pershing will be forwarding to you on or about February 15th an enhanced year-end tax information report. This report will include your 2011 realized gains and losses as well as the 1099 [...]
President’s Letter (Q3 2011)
Given the volatility we have recently seen in the financial markets – and our expectation that it will continue – we believe that our patient approach to investing is particularly relevant at this time. Within our strategies, we are actively seeking to capitalize on market dislocations while maintaining a disciplined approach to identifying and managing [...]
President’s Letter (Q2 2011)
Goelzer Investment Management is pleased to announce a new and important service now available to our clients. Complementing the individualized e-mail communications you currently receive from Goelzer pertaining to your unique needs and circumstances, we will now be providing clients with separate, periodic e-mail updates concerning topics of interest to all Goelzer clients. Our new [...]
President’s Letter (Q1 2011)
We are excited to announce significant enhancements to our firm’s website www.goelzerinc.com. Our redesigned site displays an entirely new look and offers new content while continuing to provide you around-the-clock access to your account information, portfolio holdings, account history, and balances. Our enhanced website incorporates a wealth of information that allows you to learn much [...]