GOELZER INVESTMENT MANAGEMENT
Organization name: Goelzer Investment Management
Program Type
Leadership skills & college/career prep programs
Ages Served:
0-4 Years
5-11 Years
12-18 Years
19-25 Years
Overview
Brief Program Summary: Goelzer Investment Management is an investment advisory firm that
leverages proprietary investment and financial planning strategies to help successful families and
institutions Dream, Invest, and Live. Goelzer’s Institutional Advisory Services team specializes in
serving nonprofits and other institutions. This team engages in the community in partnership with
the United Way of Central Indiana, non-profits like Early Learning Indiana, and others that are
working to improve education and workforce development outcomes in the community.
Success Metrics: N/A
Demographics
Number Served & Racial Distribution:
Total Number of Individuals Annually Served
N/A
Black or African Americans Annually Served
N/A
Hispanic or Latinos Annually Served
N/A
Geographic Scope:
− Central Indiana Counties: Marion
− Additional/Other Areas of Focus: N/A
Resources
Annual Operating Cost: N/A
Initial Start-Up Cost: N/A
Contact Information
Organization Name: Goelzer Investment Management
Website: https://goelzerinc.com
Respondents Name: Lamica Simmons
Email: lsimmons@goelzerinc.com
About
Business Equity for Indy (BEI) is a collection of stakeholders on a mission to drive change and advance racial equity.
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