你怎样才能成为自己资金的最佳管理人,并为未来创造遗产? 通过信任戈尔泽的网赌正规平台网址咨询服务团队.
我们需要时间来充分了解贵组织的目标和目的, then develop and execute a unique plan to maximize your institution’s resources so you can focus on what you do best.
不像那些只执行公司办公室制定的战略的公司, 在高策,我们根据自己的原创研究开发专有策略. That means that when you work with Goelzer, 你直接与有正规的大网赌网站吗计划的设计师合作.
After learning about your institution’s purpose, goals, and objectives, our consultants deliver a suite of comprehensive services designed to help your institution fulfill its mission.
我们的网赌正规平台网址服务由高策的专有有正规的大网赌网站吗策略提供支持.
基于协作过程定义你的目标.
根据您的有正规的大网赌网站吗选择预测风险、增长和收益.
通过Goelzer的尽职调查程序确定适当的有正规的大网赌网站吗策略.
通过严格的定量和定性分析选择管理者.
通过持续的表现,提供戈尔泽的信托护理标准, compliance, and education.
对全球市场和有正规的大网赌网站吗机会进行前瞻性研究.
用非相关和收益增加的资产分散有正规的大网赌网站吗组合.
Goelzer’s institutional consultants and analysts have a proven track record of making disciplined, well-reasoned decisions for our clients.
Managing Director, Institutional Advisory Services
Managing Director, Institutional Advisory Services
B.S., Purdue University
26 years
2007
唐在2008年获得了国际金融分析师(LIFA)认证. 2004年,他被授予毕马威印第安纳波利斯“最佳和最聪明”奖. He is a volunteer coach at St. Luke and Munciana Volleyball Club.
Co-Founder of Indy Pro Volleyball Federation franchise. 为儿童癌症基金会的饼干创始董事会成员和财务主管. He is also a member of the Purdue’s President’s Council.
唐在2008年获得了国际金融分析师(LIFA)认证. 2004年,他被授予毕马威印第安纳波利斯“最佳和最聪明”奖. He is a volunteer coach at St. Luke and Munciana Volleyball Club.
Co-Founder of Indy Pro Volleyball Federation franchise. 为儿童癌症基金会的饼干创始董事会成员和财务主管. He is also a member of the Purdue’s President’s Council.
Senior Consultant
Senior Consultant
波尔州立大学米勒商学院工商管理硕士
B.S.他是位于印第安纳波利斯的印第安纳大学凯利商学院的教授
27 years
2017
Senior Consultant
Senior Consultant
B.S., Purdue University
25 years
2019
Janet is a member of the CFA Institute, the CFA Society of Indianapolis, 持有特许另类有正规的大网赌网站吗分析师称号. Additionally, she has attained the ESG Investing Certificate offered through the CFA Institute. She is an active supporter of many nonprofit organizations focused on youth mentorship and women business owners.
Board Treasurer, Dove Recovery House for Women
Finance Committee, Indiana Philanthropic Alliance
Janet is a member of the CFA Institute, the CFA Society of Indianapolis, 持有特许另类有正规的大网赌网站吗分析师称号. Additionally, she has attained the ESG Investing Certificate offered through the CFA Institute. She is an active supporter of many nonprofit organizations focused on youth mentorship and women business owners.
Board Treasurer, Dove Recovery House for Women
Finance Committee, Indiana Philanthropic Alliance
Senior Consultant, Government/Public Plans
Senior Consultant, Government/Public Plans
B.S., Mathematics – Purdue University Indianapolis
35 years
2019
Institutional Analyst
Institutional Analyst
B.S., University of Indianapolis
32 years
2014
Institutional Analyst
Institutional Analyst
B.S. Marshall University; M.S. University of Kentucky
2022
Client Relationship Specialist
Client Relationship Specialist
B.S., Indiana University
8 years
2016
Institutional Reporting & Operations Associate
Institutional Reporting & Operations Associate
Client since 2008
Client since 1996
Institutional consultant wanted to create an emerging manager platform that focused on regional/local managers in the Midwest
To identify qualified investment managers to assume fiduciary responsibility for style-specific mandates based on key criteria: philosophy, process, people, pricing, performance
To select and hire a U.S. 大型成长型股票专家经理,以产生alpha
Portfolio tailored to client needs for alpha generation
为董事会和员工提供客户服务,以达到较高的期望
To rebalance a 100% fixed income portfolio to better meet the long-term obligations of the Plan Sponsor
审慎地将资产分散到股票和其他资产类别
与有正规的大网赌网站吗委员会和计划精算师协调制定工作计划
逐步调整有正规的大网赌网站吗结构,包括股票和其他非传统有正规的大网赌网站吗, low correlation asset classes
Governance Plan that met prudent investor standards, operational education, and assistance of internal staff
Structured investment program that ensured consistent and disciplined guidelines were carried out
Communication instrument demonstrating their actions to assure existing and potential donors of the perpetual commitment and vision
Worked directly with the Foundation’s staff and Board to fully understand the objectives of the Program and the distinctive challenges their organization faced
定制推荐的治理结构以满足基金会的独特需求, thus positioning them for the greatest potential of adherence to policies and procedures.
Provided education and advice to the staff, Board, and Investment Committee of their fiduciary duties and effective ways to manage the investment operations of the Program.
Developed a unique Investment Policy Statement capturing the strategic decisions of the Plan and establishing clear investment governance and evaluation criteria. This policy statement is also utilized to convey the Program’s strategic discipline to donors.
向潜在捐助者介绍捐助者建议的基金的好处, estate planning considerations and the merits of designated giving to assist the client with their fund-raising initiatives.
Perspectives from Goelzer’s team of experts
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