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Institutional Investors

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.

Institutional

Research is the difference.

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.

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Approach

Our Services

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.

Our Institutional services are powered by Goelzer’s proprietary investment strategies.

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Investment Policy Development

Defining your objectives based on a collaborative process.

Asset Allocation Modeling

Predicting risk, growth, and income based on your investment choices.

Portfolio Construction

Identifying appropriate investment strategies through Goelzer’s Due Diligence Process.

Investment Manager Due Diligence

Selecting managers through a rigorous quantitative and qualitative analysis.

Review and Monitoring

Delivering Goelzer’s Fiduciary Standard of Care through ongoing performance, compliance, and education.

Capital Markets

Conducting forward looking research on global markets and investment opportunities.

Non-Traditional Assets

Diversifying portfolios with non-correlated and return enhancing assets.

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Services

Our Team

Goelzer’s institutional advisors and analysts have a proven track record of making disciplined, well-reasoned decisions for our clients.

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Our Team

Institutional Investors

Case Studies

How Goelzer has helped institutional investors thrive.

Client since 2008

Institutional Equity

Client since 1996

Retirement Plan for County Employees

A Growing Foundation Client Who Had Recently Received a Sizable Grant

  • Retirement Plan for County Employees

  • Foundation Client

Client Needs:

  • Institutional consultant wanted to create an emerging manager platform that focused on regional/local managers in the Midwest

  • To identify qualified investment managers to assume fiduciary responsibility for style-specific mandates based on key criteria: philosophy, process, people, pricing, performance

  • To select and hire a U.S. large cap growth equity specialist manager to generate alpha

Goelzer Value Added:

  • Portfolio tailored to client needs for alpha generation

  • Provided client service to Board and staff that met high expectations

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Client Needs:

  • To rebalance a 100% fixed income portfolio to better meet the long-term obligations of the Plan Sponsor

  • To prudently diversify assets into equities and other asset classes

Goelzer thoughtfully implemented the Policy:

  • Coordinated a working Plan with the investment committee and the Plan Actuary

  • Gradually restructure investments to include equities and other non-traditional, low correlation asset classes

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Client Needs:

  • Governance Plan that met prudent investor standards, operational education, and assistance of internal staff

  • Structured investment program that ensured consistent and disciplined guidelines were carried out

  • Communication instrument demonstrating their actions to assure existing and potential donors of the perpetual commitment and vision

Goelzer Value Added:

  • Worked directly with the Foundation’s staff and Board to fully understand the objectives of the Program and the distinctive challenges their organization faced

  • Customized a recommended governance structure to meet the Foundation’s unique needs, thus positioning them for the greatest potential of adherence to policies and procedures.

  • Provided education and advice to the staff, Board, and Investment Committee of their fiduciary duties and effective ways to manage the investment operations of the Program.

  • Developed a unique Investment Policy Statement capturing the strategic decisions of the Plan and establishing clear investment governance and evaluation criteria. This policy statement is also utilized to convey the Program’s strategic discipline to donors.

  • Presented to potential donors the benefits of donor-advised funds, estate planning considerations and the merits of designated giving to assist the client with their fund-raising initiatives.

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Case Studies
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Our insights
on endowments, foundations, and more

Perspectives from
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