Goelzer Investment Management Selected as United Way of Central Indiana’s Spirit United Award Winner

Spirit United is the most prestigious recognition the United Way awards to its corporate partners.

July 22, 2024

INDIANAPOLIS – Goelzer Investment Management, one of Indiana’s largest registered investment advisory firms, is proud to announce that it was named the 2023-2024 Spirit United award winner by the United Way of Central Indiana.

Spirit United is the most prestigious recognition the United Way gives to its corporate partners. The award has been presented annually since 2007 to companies whose employees volunteer, advocate, and donate to United Way. Winners are chosen by a group of United Way leaders and previous award recipients.

For the past 10 years, 100% of Goelzer’s team members have financially supported the United Way of Central Indiana during Goelzer’s annual campaigns, and Goelzer has increased its contributions to the United Way each year for the past 15 years. Earlier this year, Lamica A. Simmons, Goelzer’s HR Director, was selected as the United Way Champion of the Year, an award given to a person who lends crucial support by encouraging others to get involved with United Way.

“We are humbled and grateful to receive this special recognition from the United Way of Central Indiana,” said Gregory W. Goelzer, Chief Executive Officer of Goelzer. “We believe deeply in the United Way of Central Indiana’s mission to accelerate financial stability and upward​ mobility for those living in or near poverty, and we are driven by our mission to enrich the lives of our clients, colleagues, and community to support the important work being done by the United Way and its accredited partners.”

Goelzer’s Institutional Advisory Services team specializes in providing comprehensive outsourced chief investment officer services to endowments, foundations, non-profits, and other institutions, many of which receive support from the United Way of Central Indiana.

“We know that the leaders of non-profit organizations are called to make our communities better, safer, and more inclusive by helping those they serve to get the resources they need to achieve their true potential,” said Donald J. Hutchinson, Managing Director of Institutional Advisory Services at Goelzer. “As our friends at the United Way say, “Every person has a purpose,” and ours is to help support those leaders and their organizations.”

For more information about Spirit United, which was awarded during the United Way of Central Indiana’s 2024 annual celebration, please visit www.uwci.org/blog/2024-annual-celebration. To learn more about how to give to the United Way of Central Indiana, please visit www.uwci.org/donate.

About United Way of Central Indiana

United Way of Central Indiana partners to design, support, and grow systems that accelerate financial stability and upward mobility for individuals and families living in or near poverty and striving for a brighter future. Its vision is that Central Indiana will be a community where children, individuals, and families thrive; neighbors care for each other; and, we are proud of all our residents’ quality of life. For more information, please visit www.uwci.org.

About Goelzer Investment Management, Inc.

With over 50 years of experience and more than $3.5 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live. For more information, please visit www.goelzerinc.com.