Headquarters: Indianapolis
AUM: $3.6 billion as of June 30
U.S. employees: 34
Years Won: 2023-2024
Three cool things:
- Distributes Goelzer Bucks, which can be redeemed for branded swag items. Recipients include volunteers who attend client events, as well as honorees of the “Above and Beyond the Call of Duty Everyday For Goelzer,” or the ABCDEFG Award, who have provided excellent service and shown a positive attitude.
- Promotes fun through activities such as fantasy football competitions through the NFL season and March Madness tournaments, as well as a holiday party where employees may bring family. Plays themed “hold” music when starting firmwide video calls.
- Offers profit-sharing, an employee-stock ownership plan and up to a 2% of base salary match to 401(k) accounts.
Employees say:
- “The organization lives its core values in pursuit of its mission — enriching the lives of clients, colleagues and the community in a fun and engaging environment. Leadership cares, shares and truly strives to equip each team member to reach their full potential.”
- “The organization cares about its employees. We are encouraged to fill out surveys about important decisions being made in the firm, and this gives us the feeling that our opinions really matter. They continue to give us a hybrid schedule, which allows us to have a work-life balance.”
- “This is one of the healthiest work environments I’ve experienced. Expectations, while high, are not outside of the real possibilities that can be achieved.”
