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.
