Goelzer Investment Management, Inc. 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 on approximately $1.1 billion in assets ($731,674,322 fully discretionary a/o March 31, 2012) for approximately 375 clients in 34 states and Europe. We provide our clients comprehensive investment planning, advice and portfolio management services.
Our team of investment professionals brings an average of 25 years of investment experience to bear on the decisions affecting our clients’ well being. As a registered investment advisor, we act in a fiduciary capacity, placing client interests before our own. Reflecting this commitment to clients, our advisory fees are asset-based. As such, our compensation is determined by the success of the client’s portfolio.
Our firm’s ownership structure further underscores our commitment to clients. Independently owned and operated, Goelzer remains unencumbered in fulfilling the mandate of our fiduciary obligation. Moreover, as an employee-owned firm, we have a vested interest in every client relationship.
Perhaps nothing can say “Who We Are” better than to share with you our mission and our core values:
At Goelzer, our mission is to guide our clients to achieve their unique financial goals, enabling them to realize their full potential. Everything we do reflects this mission and the values that make this possible.
Our Core Values:
- Integrity and honesty
- Trust born of mutual respect
- Unwavering commitment to client service
- Responsiveness to clients and colleagues
- Constructive self-criticism, self-improvement and a passion for excellence
- Accountability to clients and community