Goelzer Investment Management, Inc. is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser.

Disclosures

Goelzer maintains the following disclosures and policies online for your review:

• Client Relationship Summary (Form CRS)
• Company Brochure (ADV Part 2) 
• Privacy Policy

General Disclosures

This website and other materials prepared by Goelzer Investment Management presentation are designed to provide educational and/or general information and are not intended to provide specific legal, accounting and/or tax advice. For specific advice on these aspects of your overall financial plan, you should consult your professional advisors. Goelzer does not render tax advice. For tax advice specific to your situation, please consult your tax advisor. Estate planning requires legal assistance, and Goelzer does not practice estate planning law. Please consult an attorney for any legal advice.

Goelzer is a fee based Registered Investment Advisor providing investment counsel to numerous private individual and institutional investors with regard to many facets of the investment process from reviewing existing investment holdings to implementing portfolio strategy and monitoring investment results.

Investment accounts are not insured by any federal government agency, nor guaranteed, and may lose value. Investment results are gross of fees but net of commissions. Results do not reflect deduction of advisory fees. Client returns will be reduced by such fees and other expenses it may incur in the management of its accounts. Past performance does not guarantee future results.

Clients should review their reports and compare the statement(s) directly from the custodian(s) of account(s) to the reports that we provide. All account and performance data contained in our reports are presented as of trade date. Custodial statement(s) may be reported as of settlement date, which may lead to discrepancies in assets between the reports. Additionally, Goelzer reports equity and mutual fund performance on a cash basis, which may cause deviations in performance if the ex-date for a security’s distribution is in a different month than the pay date. When this occurs, cash basis performance, relative to performance reported on an accrual basis, will be lower in the period that a security’s price decreases because of trading “ex” the distribution and higher in the period when the distribution is received.

Investors should ensure that their investment objectives and risk tolerance coincides with Goelzer investment philosophy before entering into an agreement and/or sending money and securities. Information about Goelzer can be found in our Company Brochure and Form ADV. Please read the material carefully before investing.

Email Disclosure

If you are not an intended recipient of an e-mail from Goelzer Investment Management, you are not authorized to duplicate, copy, retransmit or redistribute it by any means. Please delete it and any attachments immediately and notify the sender that you have received it in error. Unless specifically indicated, this e-mail is not an offer to buy or sell or a solicitation to buy or sell any securities, investment products or other financial product or service, an official confirmation of any transaction, or an official statement of Goelzer. Goelzer does not provide tax or legal advice, and any statements in this message should not be relied upon as such. Any views or opinions presented are solely those of the author and do not necessarily represent those of Goelzer. By messaging with Goelzer, you consent to the foregoing.

Social Media Disclosure

Goelzer Investment Management is a registered investment adviser with its principal place of business in Carmel, IN. Goelzer’s social media pages are solely for informational purposes. Advisory services are only offered to clients or prospective clients. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Goelzer unless a client service agreement is in place.

Social media “likes”, “endorse”, or “approve” messages are not intended to be endorsements of our firm, our financial advisors or our services. Please be aware that while we monitor comments and “likes” left on Goelzer’s social media pages, we do not endorse or necessarily share the same opinions expressed by site users. We appreciate your comments and feedback.

Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Goelzer does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Information Regarding Identity Theft

If you have been a victim of identity theft, we have prepared this Fact Sheet with useful guidance.

Questions or Concerns?

If you have any questions or concerns about our disclosures, policies, or compliance program, please contact us.