Management & Planning
Comprehensive investment management, including budgeting, cash flow analysis, retirement planning, asset allocation and more
At Goelzer, we develop proprietary research and investment strategies. This proven approach gives us better insight into the markets and into the construction of each portfolio, while also making us more accountable to our clients.
Goelzer provides certain investment strategies to both private and institutional clients through its GIPS ® verified firm, Goelzer Investment Management – Investment Strategies, which claims compliance with the Global Investment Performance Standards (GIPS®). A more detailed explanation of our approach and a list of those investments strategies is available here.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained therein. To obtain GIPS-compliance performance information for the firm’s strategies and products, please contact your client advisor or our General Counsel & Chief Compliance Officer, Jeffrey Bush
Based on your risk tolerance and long-term investment goals, our advisors recommend the proprietary strategies that are best suited to your institution.
Our work for private clients relies on a disciplined and repeatable investment process. Because we are constantly conducting market research, we can apply the most timely insights to your portfolio.
Our experienced portfolio managers are the braintrust behind each of Goelzer’s investment strategies.