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PWM
Home
About
Insights
  • Financial Insights
  • Latest News
Services
  • Wealth Planning
  • Investment Management
  • Virtual Family Office
  • Workplace Accounts
Advisors
  • Sean Polley
  • Greg Kite
  • Ronald Greene
Client Portals
More
  • Home
  • About
  • Insights
    • Financial Insights
    • Latest News
  • Services
    • Wealth Planning
    • Investment Management
    • Virtual Family Office
    • Workplace Accounts
  • Advisors
    • Sean Polley
    • Greg Kite
    • Ronald Greene
  • Client Portals
  • Home
  • About
  • Insights
    • Financial Insights
    • Latest News
  • Services
    • Wealth Planning
    • Investment Management
    • Virtual Family Office
    • Workplace Accounts
  • Advisors
    • Sean Polley
    • Greg Kite
    • Ronald Greene
  • Client Portals

Personalized Investment Management

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 based on your financial profile, lifestyle objectives and attitude toward risk . 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 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, 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.

Investment Portfolio

  • Custom Portfolios
  • Custom Indexing
  • Factor Sets
  • Tax Alpha Strategies
  • Tax Harvesting
  • Optimization Overlays
  • Hedging of Concentrated Holdings

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Get a free investment check-up with a Polley Wealth Management Advisor

 Set up a call or virtual meeting with an advisor to discuss your investment goals and help keep them on track.

Together you 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 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.

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

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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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