Individuals & Families
Goelzer Dynamic Reporting (Envestnet/Tamarac) is a site focused on your assets managed by Goelzer and includes up-to-date investment performance reports, portfolio activity, and asset allocation.
Goelzer primarily uses Fidelity as the custodian for managed accounts. If your account is held at Fidelity and you need account-specific information, you can click on the Login link below and enter your user ID and password.
Our team looks forward to helping you Dream, Invest, and Live. You can expect a call or email response from us very soon.