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 investment team. We take time to fully understand your organization’s goals and objectives, then develop and execute a unique plan to maximize your organization'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 Plan.
After learning about the Plan’s purpose, goals, and objectives, our advisors deliver a suite of comprehensive services designed to help the organization 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 advisors and analysts have a proven track record of making disciplined, well-reasoned decisions for our clients.
How Goelzer has helped institutional investors thrive.
Client since 2008
Client since 1996
Goelzer's team of experts