GOELZER INVESTMENT Overview
Goelzer Investment Management Inc. is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 21 employees, of which 21 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/12 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 93% of the manager's regulatory AUM.
GOELZER INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GOELZER INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 6% | ETF | 2.64% | 0% | 0 | 17% | ||
| SLYV | 5.19% | ETF | -4.38% | -0.36% | 2 | 1% | ||
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FEATURED IN
GOELZER INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory William Goelzer | Vice Chairman And Ceo | June-2003 |
| Brett Dean Mckamey | President And Coo | June-2003 |
| Lisa Goelzer Freihofer | Owner | September-2007 |
| Sandra Kay Goelzer | Owner | September-2007 |
| Neal Andrew Smith | Owner | May-2008 |
| Debra Ann Rynerson | Financial Operations Principal | August-2008 |
| James Andrew Concannon | Owner | November-2009 |
| Jeffrey Adam Bush | Chief Compliance Officer | December-2012 |
GOELZER INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GOELZER INVESTMENT Investment Strategy
ITEM 8 – Methods of Analysis, Investment
12
Strategies, and Risk of Loss
Investing in securities of any kind involves risk of loss that clients must be prepared to bear.
Goelzer Investment Management’s approach to security analysis is based primarily on fundamental analysis. Goelzer attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indication it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
In addition,...
Unlock Full Investment Process Description
12
Strategies, and Risk of Loss
Investing in securities of any kind involves risk of loss that clients must be prepared to bear.
Goelzer Investment Management’s approach to security analysis is based primarily on fundamental analysis. Goelzer attempts to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indication it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
In addition,...
Unlock Full Investment Process Description
GOELZER INVESTMENT Portfolio Concentration
GOELZER INVESTMENT Location
111 MONUMENT CIRCLE, SUITE 500
INDIANAPOLIS, Indiana
UNITED STATES, 46204-2990
INDIANAPOLIS, Indiana
UNITED STATES, 46204-2990
GOELZER INVESTMENT Contact Information
Phone Number: 317-264-2600
Fax Number: 317-264-2601
Website: http://www.goelzerinc.com
Fax Number: 317-264-2601
Website: http://www.goelzerinc.com
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