当唐·W. 戈尔泽50年前创立了我们公司, his vision was to surround himself not just with qualified investment professionals, 而是和拥有相同核心价值观的人.
It is this philosophy—along with offering fee-based investment advice and the highest level of client service—that has helped us grow from a small company to the investment advisory firm we are today.
建国以来, 我们帮助过成功人士, 家庭, and institutions in meeting their unique financial and investment objectives. 我们提供有正规的大网赌网站吗咨询, 咨询, 并为600多家客户提供资产管理服务, with more than $3 billion in total assets under advisement across 40 states.
1969 – 戈尔泽公司的成立.公司.
1971 – 第一个网赌正规平台网址客户
1981 – 美国证券交易委员会注册有正规的大网赌网站吗顾问公司
1989 – 首个收费全权委托客户
1990 – 推出核心股权策略
1992 – 重新定位末期 & Co. 戈尔泽有正规的大网赌网站吗管理公司
2005 – 推出股利上升股票策略
2009 – 推出非传统资产策略
2014 – Formalized 末期 私人客户 Comprehensive Wealth Planning Group
2014 – Formalized 末期 Institutional Advisory Services OCIO Service Model
2016 – 推出核心混合ESG股票策略
2020 – 推出另类固定收益策略
2021 – 正式的专业运动员G•PRO服务
2023 – 格尔泽私人办公室服务的扩展
末期 team members are the architects behind all of our investment plans, developing customized approaches based on original research.
首席执行官
首席执行官
Greg is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis, a member of the Chicago chapter of the Midwest chapter of Kappa Beta Phi, 和美国商务俱乐部.
Member of the Board of Directors at the American Pianists Association, serving as Vice Chair.
Greg is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis, a member of the Chicago chapter of the Midwest chapter of Kappa Beta Phi, 和美国商务俱乐部.
Member of the Board of Directors at the American Pianists Association, serving as Vice Chair.
总统
总统
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
前分会主席 & Life Trustee of the 印第安纳州的章 of The Nature Conservancy, Treasurer & 印第安纳地标财务委员会主席, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
前分会主席 & Life Trustee of the 印第安纳州的章 of The Nature Conservancy, Treasurer & 印第安纳地标财务委员会主席, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
首席运营官
首席运营官
访问Indy董事会(2009-17), 超级碗第十六届主办委员会(2010-12), 印第安纳波利斯市市场董事会(2012-14), 果园学校多元化委员会(2012-14), Project Home Indy董事会(2012-15), 邻里协会理事会(2017-19), 和旅游明天印第董事会(2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Boards of Directors of the Indiana Chamber of Commerce, Girls公司. of Greater Indianapolis, and the 非洲金融共同体 Society of Indianapolis.
访问Indy董事会(2009-17), 超级碗第十六届主办委员会(2010-12), 印第安纳波利斯市市场董事会(2012-14), 果园学校多元化委员会(2012-14), Project Home Indy董事会(2012-15), 邻里协会理事会(2017-19), 和旅游明天印第董事会(2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Boards of Directors of the Indiana Chamber of Commerce, Girls公司. of Greater Indianapolis, and the 非洲金融共同体 Society of Indianapolis.
首席有正规的大网赌网站吗官
首席有正规的大网赌网站吗官
路易斯维尔大学工商管理硕士
MTS，哈佛神学院
B.A.汉诺威学院
10年
2014
Member of the 非洲金融共同体 Society and 非洲金融共同体 Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, 印第安纳州的章.
三一圣公会遗产基金受托人主席
Member of the 非洲金融共同体 Society and 非洲金融共同体 Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, 印第安纳州的章.
三一圣公会遗产基金受托人主席
网赌正规平台网址咨询服务部常务董事
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. 他是圣. 卢克和芒西亚纳排球俱乐部.
印第职业排球联盟特许经营权的联合创始人. Founding Board Member and Treasurer for Cookies for Kids’ Cancer Foundation. 他也是普渡大学主席委员会的成员.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. 他是圣. 卢克和芒西亚纳排球俱乐部.
印第职业排球联盟特许经营权的联合创始人. Founding Board Member and Treasurer for Cookies for Kids’ Cancer Foundation. 他也是普渡大学主席委员会的成员.
私人客户总经理
私人客户总经理
B.S.他是俄亥俄州牛津市迈阿密大学的教授
M.B.A.德保罗大学，芝加哥，伊利诺伊州
32年
2012
Brian is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis.
儿童大学导师委员会成员.
Brian is a member of the 非洲金融共同体 Institute and the 非洲金融共同体 Society of Indianapolis.
儿童大学导师委员会成员.
高级合伙人
高级合伙人
Andy is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
Jameson Camp，前董事会成员和前总裁. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the 非洲金融共同体 Society of Indianapolis.
Andy is a member of the 非洲金融共同体 Institute and 非洲金融共同体 Society of Indianapolis.
Jameson Camp，前董事会成员和前总裁. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the 非洲金融共同体 Society of Indianapolis.
来自末期专家团队的观点
