A complete list of active advisors currently associated with Goelzer Investment Management

Warmer can help you find a great advisor at Goelzer Investment Management or one who fits your needs even better.

Goelzer serves both private and institutional clients, including individual investors (high‑net‑worth and non‑HNW), foundations, endowments, pension and profit‑sharing plans, nonprofit and governmental entities, and professional athletes through its G•PRO Sports program. The firm provides investment advisory and consulting services across discretionary and non‑discretionary asset management, OCIO services, financial planning, and tailored Private Office solutions that include access to alternative investments. Goelzer’s advisory work is organized across three teams — Institutional Advisory Services, the Private Client Team, and an Investment Management Team that provides research and proprietary strategies — and portfolios are constructed with a long‑term, total‑return focus tailored to each client’s objectives. The firm combines quantitative modeling (including long‑term return and risk expectations) with qualitative security research and may use instruments such as options, margin, private investments, and pooled structures when consistent with client goals. The brochure discloses that Goelzer produces publications and communications related to investments and markets as part of its institutional and OCIO offerings, and that it provides performance reporting and modeling in client materials, practices that are less common among multi‑team peers. It also explicitly lists governmental entities among its institutional client types and highlights a bespoke program for professional athletes, distinguishing its client mix and communications approach from many comparable firms.

To learn more about the advisors currently working at Goelzer Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.