Our investment approach is grounded in economic theory and backed by decades of empirical research.
We work closely with individuals and families 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. Our clients work with their adviser, who will 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 our clients.
We offer expertise and guidance to focus on actions that add value.
This leads to a better investment experience.
Set up a call or virtual meeting with an advisor to discuss your investment goals and help keep them on track.
Together we can create a strategy that evolves with your needs.
Fees are charged in advance or in arrears on a quarterly or monthly basis, meaning that investment advisory fees are charged on the first day 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.
250 N. Orange Ave., Suite 1116, Orlando, FL 32801
PH: 407.337.1085 Toll-Free: 844.337.1116
Open today | 09:00 am – 05:00 pm |
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.
This website uses cookies. By continuing to use this site, you accept our use of cookies.