How does the advisor help clients – Key Takeaways:
GOELZER INVESTMENT MANAGEMENT provides expert financial guidance and management services to clients seeking to achieve their financial goals.
The firm offers a wide range of financial services and caters to various types of clients, with a team of experienced and knowledgeable advisors who are dedicated to providing personalized solutions.
With a strong focus on transparency and a track record of success, GOELZER INVESTMENT MANAGEMENT is a trustworthy and reliable choice for all your investment needs.
Facts and Insights
Here are some key facts and insights about GOELZER INVESTMENT MANAGEMENT:
- Founded in 1969, GOELZER INVESTMENT MANAGEMENT has over 50 years of experience in the financial industry.
- The firm is based in Indianapolis, Indiana and has a team of over 30 highly experienced advisors.
- GOELZER INVESTMENT MANAGEMENT has over $2 billion in assets under management.
- The firm caters to a diverse client base, including high-net-worth individuals, corporations, and non-profits.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2 billion |
| Number of Advisors | Over 30 |
| Time in Business | Over 50 years |
Financial Services Offered
GOELZER INVESTMENT MANAGEMENT offers a comprehensive range of financial services to help clients achieve their investment goals. These services include:
- Asset management and portfolio construction
- Retirement planning
- Estate planning
- Tax planning and management
- Risk management and insurance analysis
- Charitable giving strategies
Client Types
GOELZER INVESTMENT MANAGEMENT caters to a diverse range of clients, including:
- High-net-worth individuals
- Corporations
- Non-profits
Fees & Compensation
GOELZER INVESTMENT MANAGEMENT charges clients based on a fee-only structure. This means that the firm charges a percentage of assets under management as opposed to earning commissions on financial products, ensuring that their interests are aligned with those of their clients.
The exact fees charged by the firm may vary depending on the specific services provided and the size of the client’s portfolio. However, clients can rest assured that the firm’s fees are transparent and reasonable.
Background
GOELZER INVESTMENT MANAGEMENT was founded in 1969 by financial expert Tom Goelzer. The firm has since grown to become one of the leading investment management firms in Indiana, with a team of experienced advisors and a strong commitment to providing exceptional service to clients.
The firm has been recognized for its success and has received numerous accolades, including being named one of the “Top 300 Registered Investment Advisors” by Financial Times in 2020.
Financial Advisor Disclosures to Know
GOELZER INVESTMENT MANAGEMENT is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is held to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests.
The firm has a clean regulatory record and has not faced any disciplinary actions or sanctions by regulatory bodies.
Overall, GOELZER INVESTMENT MANAGEMENT is a reputable and trustworthy financial advisor that is well-equipped to help clients achieve their financial goals. With a wealth of experience, a diverse range of services, and a client-centered approach, the firm is a top choice for anyone seeking expert financial guidance.