Goelzer Releases 2024 Community Engagement Report

December 17, 2024

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.

• Booklet Form
• Single-Page Form (For Printing or Mobile)

This year, our Enriching Lives report shares more about our firm’s history. Ours is a history marked by growth in the number of clients served, the assets we are entrusted to manage, the services we offer, and the impact we make. We also share our investment philosophy, which guides our research-intensive approach to active management of our clients’ portfolios.

With the guiding light of our Core Purpose and Core Values, the bedrock strength of our history, and the energy and focus of our team members, 2024 has been an exciting and productive year. In the report, you will see how we expanded the impact we are making in the communities in which we live, serve, and work.

Of course, none of this would be possible without the continued trust of our clients, the amazing capabilities of our team members, and the incredible capabilities of our partners in the community.

As we look ahead to the new year, we do so with respect for what we have accomplished and with optimism about what we will achieve together in 2025.