Goelzer Dynamic Reporting (Envestnet/Tamarac) is a site focused on your assets managed by Goelzer and includes up-to-date investment performance reports, portfolio activity, and asset allocation.
Goelzer primarily uses Fidelity as the custodian for managed accounts. If your account is held at Fidelity and you need account-specific information, you can click on the Login link below and enter your user ID and password.
Salesforce Tower - Circle Building
111 Monument Circle | Suite 500
Indianapolis, IN 46204-2990
Direct Phone: 317-264-2600
Email: [email protected]
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Our team looks forward to helping you Dream, Invest, and Live. You can expect a call or email response from us very soon.