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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, but with people who shared the same core values: trust, 完整性, 尊重, 承诺, 积极的态度.
It’s 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, and asset management services to more than 600 clients, 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, Kappa Beta Phi中西部分会的成员, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic 教育.
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, Kappa Beta Phi中西部分会的成员, and a former member and Chair of the NASD District Committee No. 8.
Board of Directors of American Pianists Association and the Jordan YMCA. Member of the Advisory Council of the Indiana University – Purdue University Indianapolis Center for Economic 教育.
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 Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
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 Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
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), Indianapolis City Market Board of Directors (2012-14), 果园学校多元化委员会(2012-14), Project 首页 Indy董事会(2012-15), Neighborhood Association Board of Directors (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 Board of Directors of the Indiana Chamber of Commerce and the Board of Directors of Girls公司. 大印第安纳波利斯. 管治委员会成员 & Oversight Committee of 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), Indianapolis City Market Board of Directors (2012-14), 果园学校多元化委员会(2012-14), Project 首页 Indy董事会(2012-15), Neighborhood Association Board of Directors (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 Board of Directors of the Indiana Chamber of Commerce and the Board of Directors of Girls公司. 大印第安纳波利斯. 管治委员会成员 & Oversight Committee of 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
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, former Board Member and Past 总统. 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, former Board Member and Past 总统. 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.
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 is also a member of the John Purdue Club and the Founder of Indy Wild, 印第安纳波利斯的青少年排球项目.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. 卢克的田径.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He is also a member of the John Purdue Club and the Founder of Indy Wild, 印第安纳波利斯的青少年排球项目.
Treasurer for Cookies for Kids' Cancer Foundation, Board Member St. 卢克的田径.
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
28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.
视角从
末期的专家团队
