Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. is a registered SEC investment advisory firm, founded in 1969, providing investment advisory, asset management, and consulting services to private and institutional clients. It offers discretionary and non-discretionary asset management, OCIO (Outsourced Chief Investment Officer) services for institutions, comprehensive wealth management for private clients, and proprietary investment strategies. The firm is employee-owned with a controlling interest held by the Goelzer family.
Investment Strategy
Goelzer’s investment strategy includes core equity, government/corporate/municipal fixed income, mutual funds, and private investments. Services are provided through three teams: Institutional Advisory Services (custom portfolios for institutions), Private Client (wealth management), and Investment Management (proprietary research and portfolio management). The firm emphasizes a customized, client-specific approach rather than a mass-generated solution.
Top Holdings
Equity Positions (247)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 22.02% | $415.4M | 544,492 | $488.48 | $763.00 | -$19.3M |
I IVV | ISHARES TR | 9.13% | $172.2M | 257,321 | $411.60 | $669.30 | +$12.7M |
S SLYV | SPDR SERIES TRUST | 4.13% | $77.9M | 878,567 | $60.42 | $88.65 | +$7.3M |
I IJH | ISHARES TR | 3.84% | $72.4M | 1,109,335 | $41.17 | $65.26 | -$839.0K |
S SCHF | SCHWAB STRATEGIC TR | 2.30% | $43.3M | 1,861,935 | $16.11 | $23.28 | +$1.8M |