How can you be the best steward of your funds and create a legacy for the future? By putting your trust in Goelzer’s Institutional Advisory Services team.
We take time to fully understand your organization’s goals and objectives, then develop and execute a unique plan to maximize your institution’s resources so you can focus on what you do best.
Unlike firms that merely execute strategies created by a corporate office, at Goelzer we develop proprietary strategies based on our own original research. That means that when you work with Goelzer, you work directly with the architects of your investment plans.
After learning about your institution’s purpose, goals, and objectives, our consultants deliver a suite of comprehensive services designed to help your institution fulfill its mission.
Defining your objectives based on a collaborative process.
Predicting risk, growth, and income based on your investment choices.
Identifying appropriate investment strategies through Goelzer’s Due Diligence Process.
Selecting managers through a rigorous quantitative and qualitative analysis.
Delivering Goelzer’s Fiduciary Standard of Care through ongoing performance, compliance, and education.
Conducting forward looking research on global markets and investment opportunities.
Diversifying portfolios with non-correlated and return enhancing assets.
Goelzer’s institutional consultants and analysts have a proven track record of making disciplined, well-reasoned decisions for our clients.
Goelzer helps different kinds of institutions fulfill their goals.
Client since 2008
Client since 1996
Goelzer's team of experts