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PWM
Home
About
Specialties
  • Executives
  • Business Owners
  • Health Professionals
  • Legal Professionals
  • Professional Athletes
Services
  • Wealth Planning
  • Investment Management
  • Virtual Family Office
  • Workplace Accounts
  • Faith-Based
Advisors
  • Sean Polley
  • Greg Kite
Client Portals
More
  • Home
  • About
  • Specialties
    • Executives
    • Business Owners
    • Health Professionals
    • Legal Professionals
    • Professional Athletes
  • Services
    • Wealth Planning
    • Investment Management
    • Virtual Family Office
    • Workplace Accounts
    • Faith-Based
  • Advisors
    • Sean Polley
    • Greg Kite
  • Client Portals
  • Home
  • About
  • Specialties
    • Executives
    • Business Owners
    • Health Professionals
    • Legal Professionals
    • Professional Athletes
  • Services
    • Wealth Planning
    • Investment Management
    • Virtual Family Office
    • Workplace Accounts
    • Faith-Based
  • Advisors
    • Sean Polley
    • Greg Kite
  • Client Portals

Personalized Investment Management

Our investment approach is grounded in economic theory and backed by decades of empirical research.

We work closely with you to develop astute investment strategies tailored to your unique circumstances. We then identify investment opportunities to help you reach your objectives with an institutional-level investment approach. 


We utilize a suite of investment vehicles managed by carefully vetted, best-in-class, money managers.  Your adviser will work with you to construct investment portfolios from opportunities covering the entire asset spectrum—including cash, fixed income and equities, as well as a range of alternative investments, private equity and hedge funds that provide superior investment management. 


Our wealth management professionals work with third-party custodians on investment accounts to provide an extra level of separation and protection when investing for you.

Investment Portfolio

Tailored Investment Solutions

Personalized

Personalized

Personalized

  • Discretionary Unified Managed Account (UMA) portfolios
  • Institutional-quality strategies in customized portfolios
  • Optimization overlays
  • Deep investment expertise 


Tax-Managed

Personalized

Personalized

  • Personalized Direct indexing 
  • Ongoing tax management
  • Tax transitions
  • Proactive tax harvesting

High-Touch

Personalized

High-Touch

  • Dedicated client portfolio managers
  • Team of CFA and CFP investment professionals
  • Collaborative investment reviews

Focused on What We Can Control

 We offer expertise and guidance to focus on actions that add value. 

This leads to a better investment experience.

Investment Philosophy

  • Wealth cannot be created if capital is not invested - and remains invested
  • Thoughtfully constucting portfolios with a mix of growth, stable and diversifying assets enables investors to focus on outcomes

  • Dynamic, multi-asset class portfolios can deliver more consistent risk-adjusted returns, keeping investors invested
  • Accountability and alignment of interests with you is paramount

Request an Investment Analysis with a Polley Wealth Management Advisor

 Set up a call or virtual meeting with an adviser to discuss your investment goals.

Together we can create a strategy that evolves with your needs.

Schedule Now

Investment Management Fee Schedule

Under $250,000

1.25%

$250,000 - $2,000,000

1.00%

$2,000,000 - $5,000,000

0.90%

$5,000,000+

0.75%

Fees are charged in advance or in arrears on a quarterly or monthly basis, meaning that investment advisory fees are charged at the beginning of the quarter or month. Fees for the initial quarter or month will be prorated based upon the number of calendar days in the calendar quarter or month that the advisory agreement is in effect.

Contact us to discuss by phone or video, your choice, we are flexible.

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Polley Wealth Management

250 N. Orange Ave., Suite 1116, Orlando, FL 32801

PH: 407.337.1085 Toll-Free: 844.337.1116

Hours

Open today

09:00 am – 05:00 pm

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Copyright © 2023 Polley Wealth Management LLC - All Rights Reserved. 

 Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.

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