Goelzer Investment Management

At Goelzer Investment Management, we empower successful families and institutions to Dream, Invest, and Live with confidence. We are an investment advisory firm driven by a deep understanding of client needs and a commitment to delivering personalized solutions that align with individual goals.

1. Institutional Advisory Services

• Customized consulting for endowments, foundations, non-profits, and government entities.
• Comprehensive governance frameworks and investment policies to enhance impact and achieve desired outcomes.

2. Wealth Advisory Services

• Comprehensive wealth planning and investment management for high net worth individuals and families.
• Tailored solutions encompassing estate planning, retirement planning, and wealth preservation strategies.

3. Private Office Services

• Institutional-quality solutions for ultra-high net worth individuals and families with complex estates.
• Access to a dedicated team of experts providing personalized guidance and support.

4. Specialized Services for Pro Athletes

• Comprehensive wealth planning and investment management tailored to athletes' unique financial needs and challenges.
• Guidance on managing income, investments, and post-career planning.

Our Values

• Collaboration: We work hand-in-hand with clients to understand their needs and aspirations.
• Integrity: We adhere to the highest ethical standards and maintain complete transparency in our processes.
• Innovation: We proactively research and implement cutting-edge strategies to maximize client outcomes.
• Client Focus: We prioritize client communication and responsiveness, ensuring a seamless and personalized experience.

Who We Serve

• Institutions: Endowments, foundations, non-profits, and government agencies.
• Individuals & Families: High net worth families and individuals seeking comprehensive wealth management solutions.
• Pro Athletes: Athletes and their families navigating the complexities of managing their financial resources.

Our Vision

To empower clients through personalized wealth planning, innovative investment strategies, and exceptional client service. We are committed to leveraging our expertise to help clients achieve financial stability, pursue their aspirations, and make a lasting impact on the world.