Goelzer Investment Management is an employee-owned registered investment advisor founded in 1969, with offices in Carmel, Indiana. The firm serves private clients, families, professional athletes through its specialized division G•PRO Sports, and institutional clients. Goelzer Investment Management offers comprehensive wealth management, discretionary and non-discretionary investment portfolio management, generational wealth planning, and customized institutional advisory services including outsourced chief investment officer roles. The firm builds portfolios using a long-term total return approach, utilizing individual stocks and bonds, mutual funds, exchange-traded funds, and private alternative investments. Advisory services are tailored to each client's specific goals, risk tolerance, and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Private client fees generally range from 0.50% to 1.50% of assets under management with a standard annual minimum fee of $10,000. Institutional client fees range from 0.10% to 0.75%. Fees are negotiable.