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


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


Number Served & Racial Distribution:

Total Number of Individuals Annually Served


Black or African Americans Annually Served


Hispanic or Latinos Annually Served


Geographic Scope:

− Central Indiana Counties: Marion
− Additional/Other Areas of Focus: N/A


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


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