Our Why
Our clients and our community drive every decision we make. Working for real people and helping them to 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. 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 Polen Why Wall showcases the real people we have the pleasure of working for and who benefit from our investment results and service. The firefighters who invest in their pension plans, corporate teams around the globe who invest in their company’s retirement plan, the families that put their life-savings in one of the Polen strategies—their photos and stories are our passion and the reason we go above and beyond their expectations.
All that we do is based on creating positive outcomes for our clients. These are people who are depending on us to be thoughtful, disciplined and stable in our investment decision making.
—Stan Moss, CEO
A Florida firefighter who previously did not have access to any retirement savings plan was able to save enough to support multiple generations of his family.
The real impact of effective municipal funds’ management goes far beyond providing financial stability for retirees. A stable and profitable plan alleviates the need for taxpayers to fund shortfalls for our city or municipality clients.
It’s powerful to meet a family who has invested with us since 1994 and to see the real impact that their multi-generational investing has had on their entire family.
Every day we strive to support the growth of corporate, private and public pension investment clients so that the people behind the children’s hospitals, firefighters and police funds can achieve their financial goals and dreams.
We’re a team of experienced investment industry professionals who share an unwavering commitment to our clients, investors, community and each other.
We’re passionate about making a meaningful difference in the lives of investors entrusting us with their financial well-being.
We are committed as a team of individuals to pursuing the betterment of communities and the environment in which we work and live.
