Goelzer Investment Management

What Goelzer Investment Management does

Goelzer Investment Management is a privately held registered investment advisory firm founded in 1969 and headquartered in Carmel, Indiana, with a secondary presence in downtown Indianapolis. The firm manages more than $3.5 billion in assets under advisement for institutional clients (endowments, foundations, non-profits, and governmental entities) and successful individuals and families, operating through four specialized service lines: Institutional Advisory Services, Wealth Advisory Services, Goelzer Private Office (for ultra-high net worth clients with complex generational estates), and G•PRO Sports (for professional athletes, their families, and coaches). Its investment platform is built on proprietary strategies including the Goelzer Rising Dividends Equity Strategy, a Non-Traditional Assets Strategy providing diversification with low-to-moderate correlation, and multiple fixed income strategies managed in-house.

The firm monetizes primarily through recurring investment advisory fees charged as a percentage of assets under management, with go-to-market executed through direct enterprise field sales and dedicated advisor relationships rather than marketplace or retail channels. Distribution is reinforced by a content marketing engine — the Goelzer Insights publication and weekly market updates — combined with earned media in outlets such as MarketWatch, Barron's, The Wall Street Journal, and CNN Business, and community engagement anchored by a 15+ year United Way partnership. The leadership team comprises CEO Gregory W. Goelzer (since 2003, with the firm since 1981), President Chris W. Cotterill (effective January 2, 2025), and CIO Gavin W. Stephens, CFA (effective January 2024), supported by a bench of CFA- and CFP-credentialed partners and senior portfolio managers.

Recent strategic activity is dominated by leadership transitions and team composition changes: a generational CIO succession, a President transition, elevation of Don Hutchinson to Chief Growth Officer, and the addition of multiple Managing Directors. The firm also lost a three-person team (HWB Partners) carrying approximately $1 billion in client assets to Baird, which removed the original engine of the G•PRO Sports segment. The technology stack is conventional RIA infrastructure with no public API, no app, and no disclosed AI/ML capabilities; differentiation is asserted through proprietary investment strategies, independent research, and a 55-year regional brand.

Name

Goelzer Investment Management

Legal name

Goelzer Investment Management, Inc.

Website

https://goelzerinc.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

11–50 employees

Short description

Goelzer Investment Management is a privately held, Carmel, Indiana-based RIA founded in 1969 that manages over $3.5 billion in assets under advisement for institutions, HNW/UHNW individuals and families, and professional athletes through four specialized service lines and proprietary investment strategies.

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Investment advisory services
• Wealth management services
• Institutional consulting
• Portfolio management strategies
• Financial planning services

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: Goelzer Investment Management generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). The firm manages over $3.5 billion in assets under advisement.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Goelzer Investment Management is an investment advisory firm that delivers proprietary investment and financial planning strategies across four service lines: Institutional Advisory Services for endowments, foundations, non-profits, and governmental entities; Wealth Advisory Services for high net worth individuals and families; Goelzer Private Office for ultra-high net worth clients; and G•PRO Sports for professional athletes. The firm manages proprietary investment strategies including the Rising Dividends Portfolio, Non-Traditional Assets Strategy, and multiple fixed income strategies on behalf of clients representing more than $3.5 billion in assets under advisement.

Product overview

Goelzer Investment Management is an investment advisory firm that operates as a unified platform offering multiple service tiers: Institutional Advisory Services for endowments, foundations, and non-profits; Wealth Advisory Services for high net worth individuals and families; Goelzer Private Office for ultra-high net worth clients with complex estates; and G•PRO Sports for professional athletes. The firm manages proprietary investment strategies including the Rising Dividends Equity Strategy, Non-Traditional Assets Strategy, and multiple fixed income strategies, all leveraging proprietary investment and financial planning models to help clients Dream, Invest, and Live.

Differentiator

Problem solved

Functional benefit

Brands

• G•PRO Sports: Specialized wealth planning services for professional athletes, their families, and their coaches.
• Goelzer Private Office
• Wealth Advisory Services
• Institutional Advisory Services

Products and services

• Institutional Advisory Services Premier suite of consulting services for endowments, foundations, non-profits, and governmental entities, providing comprehensive outsourced chief investment officer services.
• Wealth Advisory Services Comprehensive wealth planning and investment management services for successful high net worth individuals and families.
• Goelzer Private Office Customized, institutional-quality solutions for ultra-high net worth individuals and families with generational wealth and complex estates.
• G•PRO Sports Specialized wealth planning services for professional athletes, their families, and their coaches.
• Goelzer Rising Dividends Portfolio Income-oriented stock portfolio designed to provide a rising income stream coupled with opportunity for capital appreciation, excluding non-dividend paying stocks.
• Non-Traditional Assets Strategy Non-traditional investment strategy providing diversification beyond stocks and bonds with low to moderate correlation, avoiding pitfalls of high fees, lack of liquidity, poor transparency, and heightened risk of capital loss due to leverage.
• Fixed Income Strategies Multiple fixed income strategies complementing stock portfolios, including professional management of taxable and tax-exempt bond and fixed income securities portfolios.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• United Way of Central IndianacoreOthers · 22 July 2024Goelzer has maintained a partnership with United Way of Central Indiana for over 10 years, with 100% of team members financially supporting the organization. The firm has increased contributions annually for 15 consecutive years and received the Spirit United Award, the most prestigious recognition United Way gives to corporate partners.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: RIA focused on evidence-based investing for HNW individuals and families, with institutional retirement plan services. Comparable client base and fee-only model.
• Mercer Advisors: National RIA offering wealth management, investment advisory, tax, estate, and institutional OCIO services. Directly comparable multi-service RIA with strong institutional practice.
• Carson Group: Large RIA providing wealth management, coaching, and advisor support services to HNW clients and advisor partners. Comparable in offering a vertically integrated platform including institutional services.
• Mariner Wealth Advisors: Large national RIA serving HNW/UHNW families, institutions, and specialized segments with proprietary investment strategies. Directly comparable in multi-service tier model (institutional advisory, wealth advisory, advisor M&A).
• Plante Moran Financial Advisors: Midwest-based RIA affiliated with Plante Moran accounting firm, serving HNW individuals, families, and institutions with investment advisory and wealth planning. Comparable regional RIA model with institutional clients.
• SageView Advisory Group: RIA specializing in institutional investment advisory (OCIO) for retirement plans, endowments, and foundations, plus HNW wealth advisory. Strong comparable in institutional advisory focus.
• Moneta Group: Independent RIA serving HNW individuals, families, and institutions with comprehensive wealth planning and investment management. Closely comparable in client mix, fee model, and full-service approach.
• Fort Washington Investment Advisors: Cincinnati-based investment advisor serving institutional and high-net-worth clients with active equity and fixed income strategies. Comparable in regional Midwest footprint and proprietary strategy focus.

Broad incumbents

• Brown Brothers Harriman: Long-established private bank and wealth manager serving UHNW families and institutions. Broader incumbent with multi-century history and integrated banking, custody, and investment capabilities relevant to Goelzer Private Office.
• Creative Planning: One of the largest independent RIAs nationally, serving HNW/UHNW clients with comprehensive wealth, investment, and institutional services. Broader incumbent with similar full-service proposition but national scale.

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/goelzerinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Goelzer Investment Management