OUR WHY
A Mission to Preserve & Grow
The investors we serve are the reason we go beyond what’s expected because we know how important it is to deliver a secure future to the people who have given us their trust.
Our clients and community drive every decision we make. Helping people achieve their hopes, dreams, and financial goals is what motivates us to give our absolute best, day in and day out. This is our why.
An Experienced, Research-Driven Team
Polen Capital Management, LLC is an independent registered investment advisor.
The information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of the period indicated , may involve a number of assumptions and estimates which are not guaranteed, and are subject to change without update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without update, including any forward-looking estimates or statements which are based on certain expectations and assumptions. The views and strategies described may not be suitable for all clients. This information does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction.