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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: trust, integrity, respect, commitment, and a positive attitude.
It’s 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 investment advisory firm we are today. Our 30+ professionals are focused on our three core strengths: Research, Relationships, and Results.
Since our founding, we’ve been assisting private clients, families and institutional investors in meeting their unique financial and investment objectives. We provide investment advisory, consulting, and asset management services to over 550 clients, with more than $2.5 billion in total assets under advisement across 35 states.
1969 - Founding of the firm
1971 - First Institutional Client
1981 - SEC Registered Investment Advisory
1989 - First fee-base Discretionary Client
1990 - Launched Core and Growth Strategies
1998 - Core Value Strategy Inception
2000 - Launched Sector Allocation, Equity Income, and Non-traditional/Alternative Strategies
2005 - Launched Rising Dividends Equity Strategy
2009 - Began Non-Traditional Assets Strategy
2014 - $1 Billion under Advisement
2016 - Launched Core Blend ESG Equity Strategy
2019 - $2 Billion under Advisement
2020 - Created Alternative Fixed Income Strategy
2022 - Best Place to Work for Financial Advisors
Goelzer team members are the architects behind all of our investment plans, developing customized approaches based on original research.
Chief Executive Officer
Chief Executive Officer
B.A., Indiana University
39 years
1981
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic Education.
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Midwest chapter of Kappa Beta Phi, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic Education.
President
President
B.S., Indiana University
34 years
1990
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
Chief Operating Officer
Chief Operating Officer
Indiana University School of Law
B.A., Wabash College
21 years
2020
Chris is a former member of Visit Indy (2009-17), the Super Bowl XLVI Host Committee (2010-12), the Indianapolis City Market (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy (2012-15), his neighborhood association (2017-19), and Tourism Tomorrow Indy (2019). He has been recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Chris is a member of the Indiana Chamber’s Economic Development Committee.
Chris is a former member of Visit Indy (2009-17), the Super Bowl XLVI Host Committee (2010-12), the Indianapolis City Market (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy (2012-15), his neighborhood association (2017-19), and Tourism Tomorrow Indy (2019). He has been recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Chris is a member of the Indiana Chamber’s Economic Development Committee.
Chief Investment Officer
Chief Investment Officer
B.S., Ball State University (Cum Laude)
33 years
2005
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Managing Director, Institutional Advisory Services
Managing Director, Institutional Advisory Services
B.S., Purdue University
26 years
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Managing Director, Private Client
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
28 years
2012
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
Board Member of College Mentors for Kids.
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
Board Member of College Mentors for Kids.
Perspectives from
Goelzer's team of experts
