Management & Planning
Comprehensive investment management, including budgeting, cash flow analysis, retirement planning, asset allocation and more
At Goelzer, we develop proprietary research and investment strategies. This proven approach gives us better insight into the markets and into the construction of each portfolio, while also making us more accountable to our clients.
Based on your risk tolerance and long-term investment goals, our advisors recommend the proprietary strategies that are best suited to your institution.
Active & PassiveDomestic & InternationalSpecialtyLiquid Non-traditionalReal EstatePrivate Equity
Our work for private clients relies on a disciplined and repeatable investment process. Because we are constantly conducting market research, we can apply the most timely insights to your portfolio.
Comprehensive investment management, including budgeting, cash flow analysis, retirement planning, asset allocation and more
Advice and strategies unique to you, including charitable gifting and tax efficiency strategies
Comprehensive recordkeeping and tax reporting, monthly custodial reports, quarterly reviews and statements and easy access to your advisors
Our experienced portfolio managers are the braintrust behind each of Goelzer’s investment strategies.
Chief Investment Officer
Chief Investment Officer
MBA, University of Louisville
MTS, Harvard Divinity School
B.A., Hanover College
10 years
2014
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
President, Legacy Fund Trustees, Trinity Episcopal Church
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
President, Legacy Fund Trustees, Trinity Episcopal Church
Senior Portfolio Manager
Senior Portfolio Manager
B.A., Lafayette College
M.A., Brandeis University
22 years
2018
Community activity – Active Member – CWIM (Collaborative Women in Investment Management) – a Global Alliance to Further Inclusion and Diversity; focused on the Development and Advancement of Female Leaders of All Backgrounds.
Community activity – Active Member – CWIM (Collaborative Women in Investment Management) – a Global Alliance to Further Inclusion and Diversity; focused on the Development and Advancement of Female Leaders of All Backgrounds.
Senior Portfolio Manager
Senior Portfolio Manager
B.S., Computer Engineering, Mumbai University
M.S., Finance, University of Illinois at Urbana-Champaign
15 years
2020
Member of the CFA Society of Chicago
Member of Chicago Quantitative Alliance (CQA)
The Stem Connection – Board Member, Member of the Finance Committee
Member of the CFA Society of Chicago
Member of Chicago Quantitative Alliance (CQA)
The Stem Connection – Board Member, Member of the Finance Committee
Portfolio Manager
Portfolio Manager
B.S. Ball State University
8 years
Member of CFA Society of Indianapolis and volunteer for CFA Research Challenge
Member of CFA Society of Indianapolis and volunteer for CFA Research Challenge
Senior Partner
Senior Partner
B.S., Ball State University (Cum Laude)
36 years
2005
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Portfolio Operations Manager
Portfolio Operations Manager
MBA, Indiana Wesleyan University
B.S., Indiana Wesleyan University
11 years
2021
Portfolio Specialist
Portfolio Specialist
Treasurer of YPCI Board
Treasurer of YPCI Board
Portfolio Specialist
Portfolio Specialist
B.S., Butler University
2023
To find the contact information for one of our team members, click here.
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