Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Goelzer Investment Management has been a trusted partner in financial advisory services since 1969, leveraging proprietary strategies to help families, institutions, and high-net-worth individuals achieve their financial goals. Our team combines rigorous research, institutional expertise, and personalized planning to deliver comprehensive wealth management solutions. With a focus on client-centric service, we prioritize long-term relationships and generational wealth preservation.Our heritage of innovation and commitment to ethical standards position us as leaders in the industry. We serve clients across Indiana and beyond, offering tailored advice that adapts to evolving market conditions and individual needs.
Services
Investment Advisory
Wealth Planning
Institutional Consulting
Private Office Solutions
Pro Athlete Services
Details
- Year established: 1969
Highlights and features
- We offer 55 years of experience in financial advisory services since 1969.
- Our team utilizes proprietary investment and financial planning strategies.
- We provide personalized wealth management for high-net-worth individuals and institutions.
- Our client-centric approach prioritizes long-term relationships and generational wealth preservation.
- We combine institutional expertise with local market knowledge in Indiana.
Services
Institutional Advisory Services
Goelzers Institutional Advisory Services provides tailored consulting for endowments, foundations, and governmental entities. We combine deep market expertise with strategic planning to help institutions manage assets, optimize returns, and fulfill long-term missions. Our approach emphasizes risk management, liquidity planning, and alignment with organizational goals.
Wealth Advisory Services
Our Wealth Advisory Services offer comprehensive financial planning for high-net-worth individuals and families. We address tax efficiency, estate planning, retirement strategies, and investment management to preserve and grow wealth across generations. Personalized solutions ensure alignment with clients unique aspirations and risk tolerances.
Private Office Solutions
Goelzer Private Office delivers institutional-quality wealth management for ultra-high-net-worth families with complex estates. Services include multi-generational planning, trust administration, and customized investment strategies. We focus on simplifying financial complexity while maintaining discretion and long-term value.
Pro Athlete Services
GPRO Sports specializes in wealth planning for professional athletes and their families. We address unique challenges such as short career spans, tax jurisdictions, and legacy planning. Services include cash flow management, investment education, and post-career financial security strategies.
Investment Management
Our Investment Management team designs diversified portfolios using proprietary research and risk assessment tools. We focus on long-term growth, tax-efficient allocations, and dynamic rebalancing to meet client objectives. Strategies span equities, fixed income, alternatives, and ESG-compliant investments.
People
Gregory W. Goelzer
Chief Executive Officer
With 44 years of industry experience, Gregory leads Goelzers strategic vision. He specializes in investment policy and long-term wealth preservation, serving on boards including the American Piano Awards. His expertise in institutional finance shapes the firms client-focused ethos.
Chris W. Cotterill
President
Chris oversees operations and growth initiatives, leveraging legal and financial expertise. He previously served on the Visit Indy Board and received the Sagamore of the Wabash award. His focus areas include corporate governance and community engagement.
Brett D. McKamey
Senior Partner
A CFA charterholder with 35 years of experience, Brett specializes in portfolio strategy and client relationships. He contributes to the CFA Society of Indianapolis and serves on nonprofit finance committees, emphasizing ethical investment practices.
Rebecca W. Jacklin
Managing Director, Institutional Advisory
Rebecca leads institutional consulting, focusing on endowment management and nonprofit financial health. Her work emphasizes sustainable spending policies and asset-liability modeling to support organizational missions.
S. Michelle Jann
Director of Wealth Planning
Michelle specializes in estate and tax planning for high-net-worth clients. A Certified Divorce Financial Analyst, she addresses complex wealth transfer scenarios and charitable giving strategies to maximize client legacies.
Questions
What services does Goelzer offer for institutional investors?
We provide tailored consulting for endowments, foundations, and nonprofits, focusing on asset management, spending policies, and mission-aligned investing.
How does Goelzer approach wealth planning for families?
We create personalized strategies addressing tax efficiency, estate planning, and generational wealth transfer to align with family goals.
Do you specialize in working with professional athletes?
Yes, our G•PRO Sports division offers financial education, cash flow management, and legacy planning for athletes and their families.
What investment strategies do you use?
We employ diversified portfolios with proprietary research, risk management, and tax-efficient allocations across asset classes.
How can I schedule a consultation?
Contact us via phone or email to connect with a wealth advisor for a personalized financial review.
