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Lisa Cantu

Goelzer Investment Management

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About Lisa Cantu

Lisa Cantu is a registered investment advisor representative at Goelzer Investment Management. Lisa has been working in the financial industry since 2013, and has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension plans. Lisa has been working at Goelzer Investment Management since June 2023. Lisa is a licensed Investment Advisor Representative and holds the Series 65 license. Lisa specializes in portfolio management for individuals, businesses, and other investment companies. Goelzer Investment Management is a financial advisory firm that provides investment management, financial planning, and portfolio monitoring services to a variety of clients.

Firm Information

Lisa Cantu is currently registered with Goelzer Investment Management. Goelzer Investment Management is a corporation based in INDIANAPOLIS, IN. Founded in 1997, the firm provides portfolio management, financial planning, and selection of other advisers to a variety of clients, including individuals, corporations, charitable organizations, and state and municipal governments.
Goelzer Investment Management

111 MONUMENT CIRCLE, SUITE 500

INDIANAPOLIS, IN 46204-2990

$3.16B

Assets Under Management

9

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring/consulting

Portfolio monitoring/consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Cantu’s Registration & Firm History

IN

09/13/2023 - Present

Goelzer Investment Management (CARMEL IN)

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Licenses & Designations

IA

Issued 09/13/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Cantu.
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