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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