Goelzer Releases 2023 Community Engagement Report

December 13, 2023

We are proud to share our new Community Engagement Report, which highlights our efforts this year to Enrich the Lives of Our Clients, Colleagues, and Community. Our report is now available to download.

Goelzer Investment Management now manages more than $3 billion in assets under advisement for more than 600 clients in 40 states. This year, we have enhanced our services for ultra-high net worth individuals and families with complex estates, which we now call Goelzer Private Office. Our G•PRO wealth advisory service for pro athletes now serves more players in the NFL. And our Institutional Advisory Services are growing at the fastest rate in our history!

As we grow and evolve, so does our capacity to give back. In this year’s Enriching Lives report, we feature 19 of our team members and their volunteer work with non-profits. We also highlight new collaborations with the Association of Business Administrators of Christian Colleges, the Independent Colleges of Indiana, and the Indiana Chamber of Commerce.

As we enjoy new experiences, we continued our decades-long support of WFYI and our partnerships with the Indiana Philanthropy Alliance and Indiana Sheriffs’ Association. For the tenth year in a row, we achieved 100% participation in our campaign with the United Way of Central Indiana—and we raised the most ever in our history again. We also hosted non-profit, business, and community leaders to hear insights from Marianne Glick and Yvonne Shaheen at a special event in November.

None of this would be possible without our incredible team. As an employee-owned company, each of our team members is personally invested in helping our clients achieve their goals and making our firm stronger. Indeed, their dedication is why our firm is consistently selected as a best place to work year after year. The bobbleheads (featured on page 16) are also a fun part of our recipe for success!

We hope you enjoy our report. We thank our clients for the many referrals we receive throughout the year, and we look forward to engaging with you in the year ahead.