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Serving investors since 1969

When Don W. Goelzer founded our firm five decades ago, his vision was to surround himself not just with qualified investment professionals, but with people who shared the same core values.

It is this philosophy—along with offering fee-based investment advice and the highest level of client service—that has helped us grow from a small company to the comprehensive wealth management firm we are today.

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Our Core Purpose

Our Core Purpose is to enrich the lives of our clients, colleagues, and community.

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CORE VALUES

Integrity

Difficult right over the easy wrong.

Thoughtfulness

Thoughtful approach in all we do.

Positivity

Striving for positive outcomes and an awesome client experience.

Focus

We focus on what matters to you.

Growth

Individual growth and team success.

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Building on a tradition of trust.

Since our founding, we have assisted successful individuals, families, and institutions in meeting their unique financial and investment objectives. We provide investment advisory, consulting, and asset management services to more than 600 clients, with more than $3.5 billion in total assets under advisement across 40 states.

1969  –  Founding of Goelzer and Co., Inc.

1971  –  First Institutional Client

1981  –  SEC Registered Investment Advisory Firm

1989  –  First Fee-based Discretionary Client

1990  –  Launched Core Equity Strategies

1992  –  Repositioned Goelzer & Co. as Goelzer Investment Management

2005  –  Launched Rising Dividends Equity Strategy

2009  –  Launched Non-Traditional Assets Strategy

2014  –  Formalized Goelzer Private Client Comprehensive Wealth Planning Group

2014  –  Formalized Goelzer Institutional Advisory Services OCIO Service Model

2016  –  Launched Core Blend ESG Equity Strategy

2020  –  Launched Alternative Fixed Income Strategy

2021  –  Formalized G•PRO Services for Professional Athletes

2023  –  Expansion of Goelzer Private Office Services

Growth

Our experience guides the way.

Goelzer team members are the architects behind all of our investment plans, developing customized approaches based on original research.

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Our Team
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Our insights
on markets, investments, and our community

Perspectives from Goelzer’s team of experts

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