How can you be the best steward of your funds and create a legacy for the future? By putting your trust in Goelzer’s Institutional Advisory Services team.
We take time to fully understand your organization’s goals and objectives, then develop and execute a unique plan to maximize your institution’s resources so you can focus on what you do best.
Unlike firms that merely execute strategies created by a corporate office, at Goelzer we develop proprietary strategies based on our own original research. That means that when you work with Goelzer, you work directly with the architects of your investment plans.
After learning about your institution’s purpose, goals, and objectives, our consultants deliver a suite of comprehensive services designed to help your institution fulfill its mission.
Defining your objectives based on a collaborative process.
Predicting risk, growth, and income based on your investment choices.
Identifying appropriate investment strategies through Goelzer’s Due Diligence Process.
Selecting managers through a rigorous quantitative and qualitative analysis.
Delivering Goelzer’s Fiduciary Standard of Care through ongoing performance, compliance, and education.
Conducting forward looking research on global markets and investment opportunities.
Diversifying portfolios with non-correlated and return enhancing assets.
Goelzer’s institutional consultants and analysts have a proven track record of making disciplined, well-reasoned decisions for our clients.
Managing Director, Institutional Advisory Services
Managing Director, Institutional Advisory Services
B.S., Purdue University
26 years
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, an Indianapolis-based youth volleyball program.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. Luke’s Athletics.
Senior Consultant
Senior Consultant
MBA, Miller School of Business at Ball State University
B.S., Kelley School of Business at Indiana University at Indianapolis
21 years
2017
Senior Consultant
Senior Consultant
B.S., Purdue University
25 years
2019
Janet is a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Chicago Charter. She is an active supporter of Grameen America and Big Brothers/Big Sisters and is a member of the John Purdue Club.
Board Member, Dove Recovery House for Women.
Janet is a member of the CFA Institute, the CFA Society of Indianapolis, and the CAIA Chicago Charter. She is an active supporter of Grameen America and Big Brothers/Big Sisters and is a member of the John Purdue Club.
Board Member, Dove Recovery House for Women.
Senior Consultant, Government/Public Plans
Senior Consultant, Government/Public Plans
B.S., Mathematics - Purdue University Indianapolis
35 years
2019
Consultant
Consultant
B.S., Southern Illinois University - Carbondale
16 years
2022
Institutional Investors
Goelzer helps different kinds of institutions fulfill their goals.
Client since 2008
Client since 1996
Institutional consultant wanted to create an emerging manager platform that focused on regional/local managers in the Midwest
To identify qualified investment managers to assume fiduciary responsibility for style-specific mandates based on key criteria: philosophy, process, people, pricing, performance
To select and hire a U.S. large cap growth equity specialist manager to generate alpha
Portfolio tailored to client needs for alpha generation
Provided client service to Board and staff that met high expectations
To rebalance a 100% fixed income portfolio to better meet the long-term obligations of the Plan Sponsor
To prudently diversify assets into equities and other asset classes
Coordinated a working Plan with the investment committee and the Plan Actuary
Gradually restructure investments to include equities and other non-traditional, low correlation asset classes
Governance Plan that met prudent investor standards, operational education, and assistance of internal staff
Structured investment program that ensured consistent and disciplined guidelines were carried out
Communication instrument demonstrating their actions to assure existing and potential donors of the perpetual commitment and vision
Worked directly with the Foundation’s staff and Board to fully understand the objectives of the Program and the distinctive challenges their organization faced
Customized a recommended governance structure to meet the Foundation’s unique needs, thus positioning them for the greatest potential of adherence to policies and procedures.
Provided education and advice to the staff, Board, and Investment Committee of their fiduciary duties and effective ways to manage the investment operations of the Program.
Developed a unique Investment Policy Statement capturing the strategic decisions of the Plan and establishing clear investment governance and evaluation criteria. This policy statement is also utilized to convey the Program’s strategic discipline to donors.
Presented to potential donors the benefits of donor-advised funds, estate planning considerations and the merits of designated giving to assist the client with their fund-raising initiatives.
Perspectives from
Goelzer's team of experts
To find the contact information for one of our team members, click here.
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