Goelzer Investment Management is one of the largest independent investment firms in Indiana.
As we celebrate more than fifty years as a firm, we are responsible for over $2 billion in assets under advisement and proudly serve more than 550 clients across America.
We offer investment advisory, consulting, and asset management services to:
high-net-worth private clients
foundations and endowments
pension and profit-sharing plans
We partner with our clients for the long term, to help them achieve their dreams, invest, and live.
As we continue to grow, we are always looking to connect with new, driven team members who share our core values.
At Goelzer, we pride ourselves on being good corporate citizens, and we continue to contribute to the wellbeing of our community, state, and country.
Difficult right over the easy wrong.
Thoughtful approach in all we do.
Positive outcomes and awesome client experience.
We focus on what matters to you.
Individual growth and team success.
- Helena Ocampo
- Dean Weseli, CFP
When you join Goelzer, you join a team focused on providing the highest level of client service by delivering positive outcomes and an awesome client experience.
Our team of approximately 30 professionals has an average of more than nine years with the firm, many of whom have enjoyed their full career at Goelzer.
Our holistic compensation model provides a competitive base salary and benefits, meaningful incentives, and the ability to build wealth through profit sharing and more.
In addition to these types of compensation, every team member enjoys the benefits of a modern, professional work environment with flexible schedules, remote work technologies, and more.
Our Career Development Program is designed to improve your knowledge and skills so that you can succeed in your role and expand your capabilities to achieve your personal and professional goals.
We foster an inclusive, professional, fun environment for individual growth and team success by investing in training, goal setting, and respectful dialogue to learn from different perspectives. And, we have designed career paths to encourage continued professional development.
We support continued professional development and business development activities through mentoring, continued education and training, and other professional opportunities. And, we encourage our team members to be engaged in professional networking groups and other volunteer activities.
Our team enjoys the many cultural benefits of our great city and surrounding communities.
Our city’s success is built upon a foundation of being open and inclusive. Our city thrives because we embrace and celebrate diversity. This is our Hoosier Hospitality in action.
Indy is known nationally for our museums, civic events, sports, restaurants, and breweries. Think Indy 500, the Children’s Museum, the Colts, and more!
Live the urban life downtown in Market East or on Mass Ave. Embrace a quirky neighborhood like Fountain Square or Irvington. Or walk your dog on the sidewalks of Meridian Kessler or Broad Ripple. Indy has a flavor for everyone. And suburban, small town, and rural lifestyles are all within just 30 minutes of our office in the heart of downtown Indy.
Indy has walking trails, bike lanes, all-electric rapid bus transit, a standard bus system, bikeshare, and more. And if you need to get away, our airport is ranked number one in the nation and is connected to 50 nonstop destinations.
Whatever draws you to Indy, you can be sure your child’s education will be enriching, diverse, and achievable. We enjoy an array of strong traditional public and charter schools as well as esteemed private and parochial schools.
As the capital city of Indiana, Indy enjoys the benefits of being in A State That Works. Property tax caps and low personal income taxes keep costs low, and there are great state parks and other amenities to enjoy—all that and more make Indiana a great place to work and raise a family.
You have the opportunity and access to networks and a community that will encourage and support you, and we will support your engagement efforts.
If you would like to talk to us about a potential career at Goelzer Investment Management, please reach out.
If you would like to explore opportunities at Goelzer, please begin by reviewing the positions we currently have open.
Our team looks forward to helping you Dream, Invest, and Live.
You can expect a call or email response from us very soon.