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When Don W. Goelzer founded our firm five decades ago, 他的愿景是让自己身边不仅有合格的有正规的大网赌网站吗专业人士, but with people who shared the same core values.
正是这种理念，加上提供收费的有正规的大网赌网站吗建议和最高水平的客户服务，帮助我们从一家小公司成长为今天的有正规的大网赌网站吗咨询公司.
Since our founding, we have assisted successful individuals, families, 和网赌正规平台网址实现其独特的财务和有正规的大网赌网站吗目标. We provide investment advisory, consulting, and asset management services to more than 600 clients, 在40个州管理的总资产超过30亿美元.
1969 - Founding of Goelzer and Co., Inc.
1971 - First Institutional Client
1981 - SEC Registered Investment Advisory Firm
1989 - First Fee-based Discretionary Client
1990 - Launched Core Equity Strategies
1992 - Repositioned Goelzer & Co. as Goelzer Investment Management
2005 - Launched Rising Dividends Equity Strategy
2009 - Launched Non-Traditional Assets Strategy
2014 - 正式成立高策私人客户综合财富规划集团
2014 - 正式的Goelzer网赌正规平台网址咨询服务OCIO服务模式
2016 - Launched Core Blend ESG Equity Strategy
2020 - Launched Alternative Fixed Income Strategy
2021 - Formalized G•PRO Services for Professional Athletes
2023 - Expansion of Goelzer Private Office Services
Goelzer团队成员是我们所有有正规的大网赌网站吗计划背后的建筑师, 在原始研究的基础上开发定制的方法.
Chief Executive Officer
Chief Executive Officer
B.A., Indiana University
39 years
1981
Greg是CFA协会和印第安纳波利斯CFA协会的成员, a member of the Midwest chapter of Kappa Beta Phi, NASD地区委员会前委员及主席. 8.
美国钢琴家协会和约旦基督教青年会董事会成员. 印第安纳大学-普渡大学印第安纳波利斯经济教育中心顾问委员会成员.
Greg是CFA协会和印第安纳波利斯CFA协会的成员, a member of the Midwest chapter of Kappa Beta Phi, NASD地区委员会前委员及主席. 8.
美国钢琴家协会和约旦基督教青年会董事会成员. 印第安纳大学-普渡大学印第安纳波利斯经济教育中心顾问委员会成员.
President
President
B.S., Indiana University
34 years
1990
印第安纳波利斯商业杂志2000年“40岁以下40人”奖. Brett是印第安纳波利斯CFA协会和CFA协会的成员.
Former Chapter Chair & 自然保护协会印第安纳分会终身受托人，财务主管 & 印第安纳地标基金会有正规的大网赌网站吗委员会主席, 印第安纳大学医学院计划捐赠委员会成员, 印第安纳大学凯利商学院院长委员会, 以及布斯·塔金顿市政剧院董事会.
印第安纳波利斯商业杂志2000年“40岁以下40人”奖. Brett是印第安纳波利斯CFA协会和CFA协会的成员.
Former Chapter Chair & 自然保护协会印第安纳分会终身受托人，财务主管 & 印第安纳地标基金会有正规的大网赌网站吗委员会主席, 印第安纳大学医学院计划捐赠委员会成员, 印第安纳大学凯利商学院院长委员会, 以及布斯·塔金顿市政剧院董事会.
Chief Operating Officer
Chief Operating Officer
Indiana University School of Law
B.A., Wabash College
21 years
2020
Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
被评为沃巴什的Sagamore(2020年)，IBJ的法律人物(2011年)和IBJ的40位40岁以下人士(2009年)。.
印第安纳商会董事会成员和女童理事会成员, Inc. of Greater Indianapolis. Member of the Governance & Oversight Committee of the CFA Society of Indianapolis.
Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
被评为沃巴什的Sagamore(2020年)，IBJ的法律人物(2011年)和IBJ的40位40岁以下人士(2009年)。.
印第安纳商会董事会成员和女童理事会成员, Inc. of Greater Indianapolis. Member of the Governance & Oversight Committee of the CFA Society of Indianapolis.
Chief Investment Officer
Chief Investment Officer
B.S., Ball State University (Cum Laude)
33 years
2005
Andy是印第安纳波利斯CFA协会和CFA协会的成员.
Jameson Camp, former Board Member and Past President. Andy也是印第安纳医学院计划捐赠委员会的成员，也是印第安纳波利斯CFA协会的前任董事会成员.
Andy是印第安纳波利斯CFA协会和CFA协会的成员.
Jameson Camp, former Board Member and Past President. Andy也是印第安纳医学院计划捐赠委员会的成员，也是印第安纳波利斯CFA协会的前任董事会成员.
Managing Director, Institutional Advisory Services
Managing Director, Institutional Advisory Services
B.S., Purdue University
26 years
2007
唐在2008年获得了国际金融分析师(LIFA)认证. 他也是约翰普渡俱乐部的成员和Indy Wild的创始人, an Indianapolis-based youth volleyball program.
儿童癌症饼干基金会财务主管，董事会成员St. Luke’s Athletics.
唐在2008年获得了国际金融分析师(LIFA)认证. 他也是约翰普渡俱乐部的成员和Indy Wild的创始人, an Indianapolis-based youth volleyball program.
儿童癌症饼干基金会财务主管，董事会成员St. Luke’s Athletics.
Managing Director, Private Client
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
28 years
2012
Brian是CFA协会和印第安纳波利斯CFA协会的成员.
Board Member of College Mentors for Kids.
Brian是CFA协会和印第安纳波利斯CFA协会的成员.
Board Member of College Mentors for Kids.
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