We work closely with individuals and families to develop astute investment strategies based on your financial profile, lifestyle objectives and attitude toward risk . We then identify investment opportunities to help you reach your objectives.
We utilize a suite of investment vehicles managed by carefully vetted, best-in-class, money managers. Our clients work with their investment advisor, 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 that provide superior investment management.
Our financial advisors work with third-party custodians on all investment accounts to provide an extra level of separation and protection when investing for our clients.
Fees are charged in advance 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.
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser