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Investment Strategies

At Goelzer, we develop our own 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


Institutional Investment Strategies

Based on your risk tolerance and long-term investment goals, our advisors recommend the proprietary strategies that are best suited to your organization.

Equity/Fixed Income

  • Active & Passive
  • Domestic & International
  • Specialty


  • Liquid Non-traditional
  • Real Estate
  • Private Equity
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Private Investment Strategies

Our work for private investors relies on a disciplined and repeatable investment process. Because we’re constantly conducting market research, we can apply the most timely insights to your portfolio.

Management & Planning

Comprehensive investment management, including budgeting, cash flow analysis, retirement planning, asset allocation and more

Customized Strategies

Advice and strategies unique to you, including charitable gifting and tax efficiency strategies

Frequent Communication

Comprehensive recordkeeping and tax reporting, monthly custodial reports, quarterly reviews and statements and easy access to your advisors

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Our Team

Our experienced managers and analysts are the braintrust behind each of Goelzer’s investment strategies.

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Our Team
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