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, 然后制定并执行一个独特的计划，最大限度地利用学校的资源，这样你就可以专注于你最擅长的事情.
Unlike firms that merely execute strategies created by a corporate office, at Goelzer we develop proprietary strategies based on our own original research. 也就是说，当你和戈尔泽共事时, you work directly with the architects of your investment plans.
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.
戈尔泽的网赌正规平台网址顾问和分析师在制定纪律方面有着良好的记录, 为客户做出合理的决定.
网赌正规平台网址咨询服务部常务董事
B.S.普渡大学
26 years
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. 他是圣. 卢克和芒西亚纳排球俱乐部.
印第职业排球联盟特许经营权的联合创始人. Founding Board Member and Treasurer for Cookies for Kids’ Cancer Foundation. He is also a member of the Purdue’s President’s Council.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. 他是圣. 卢克和芒西亚纳排球俱乐部.
印第职业排球联盟特许经营权的联合创始人. Founding Board Member and Treasurer for Cookies for Kids’ Cancer Foundation. He is also a member of the Purdue’s President’s Council.
高级顾问
高级顾问
波尔州立大学米勒商学院工商管理硕士
B.S., Kelley School of Business at Indiana University at Indianapolis
27 years
2017
高级顾问
高级顾问
B.S.普渡大学
25 years
2019
珍妮特是CFA协会的成员, 印第安纳波利斯CFA协会, and holds the Chartered Alternative Investments Analyst designation. 此外，她还获得了CFA协会提供的ESG有正规的大网赌网站吗证书. 她是许多关注青年导师和女企业主的非营利组织的积极支持者.
德芙妇女康复之家董事会财务主管
印第安纳慈善联盟财务委员会
珍妮特是CFA协会的成员, 印第安纳波利斯CFA协会, and holds the Chartered Alternative Investments Analyst designation. 此外，她还获得了CFA协会提供的ESG有正规的大网赌网站吗证书. 她是许多关注青年导师和女企业主的非营利组织的积极支持者.
德芙妇女康复之家董事会财务主管
印第安纳慈善联盟财务委员会
高级顾问，政府/公共规划
高级顾问，政府/公共规划
B.S.，数学-普渡大学印第安纳波利斯
35 years
2019
Consultant
Consultant
B.S.，南伊利诺伊大学卡本代尔分校
16 years
2022
网赌正规平台网址分析师
网赌正规平台网址分析师
B.S.他是印第安纳波利斯大学的教授
32 years
2014
网赌正规平台网址分析师
网赌正规平台网址分析师
B.S. Marshall University; M.S. 肯塔基大学
2022
客户关系专员
客户关系专员
B.S.印第安纳大学
8 years
2016
Client since 2008
1996年至今的客户
网赌正规平台网址咨询公司希望创建一个新兴的基金经理平台，专注于中西部地区/当地的基金经理
确定合格的有正规的大网赌网站吗经理，根据关键标准:理念，承担特定风格委托的受托责任, process, people, pricing, performance
选择和雇用一名美国律师.S. large cap growth equity specialist manager to generate alpha
有正规的大网赌网站吗组合量身定制的客户需要的阿尔法一代
Provided client service to Board and staff that met high expectations
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重新平衡100%固定收益有正规的大网赌网站吗组合，以更好地履行计划保荐人的长期义务
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, 低相关性资产类别
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符合审慎有正规的大网赌网站吗者标准的治理计划, 操作的教育, 以及内部员工的协助
结构化的有正规的大网赌网站吗计划，确保执行一致和有纪律的指导方针
展示他们的行动，以确保现有和潜在捐助者的永久承诺和愿景
直接与扶轮基金会的职员和理事会合作，以充分了解该计划的目标和他们的组织所面临的独特挑战
Customized a recommended governance structure to meet the Foundation’s unique needs, 从而使他们能够最大限度地遵守政策和程序.
为员工提供教育和建议, Board, 和有正规的大网赌网站吗委员会的受托责任和有效的方式来管理该计划的有正规的大网赌网站吗运作.
制定了一份独特的有正规的大网赌网站吗政策声明，涵盖了该计划的战略决策，并建立了清晰的有正规的大网赌网站吗治理和评估标准. 这份政策声明也被用来向捐助者传达该计划的战略纪律.
Presented to potential donors the benefits of donor-advised funds, 遗产规划的考虑及指定捐赠的优点，以协助客户进行筹款活动.
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来自Goelzer专家团队的观点
