Polen Cares

At Polen Capital, we are committed as a team of individuals to pursuing the betterment of communities and the environment in which we work and live. We believe through corporate sponsorship and volunteerism, that we have a powerful opportunity to improve the lives of others. This belief is firmly entrenched in the core values of the firm. Through our efforts, we strive to strengthen our professional and personal partnerships with both local and nationwide social awareness initiatives. Through our involvement, it is our goal to help support, empower, and provide more opportunities for those in need.

Featured Philanthropies

  • Make-A-Wish® Foundation
  • American Association of Caregiving Youth (AACY)
  • Travis Manion Foundation

Make-A-Wish® Foundation

Polen Capital has partnered with the Make-A-Wish® Southern Florida foundation since 2007. We are humbled to support children at an age far too young to have to face the challenges of illness. Fulfilling a “wish” for a child battling illness can make a meaningful difference in their lives. It is our great pleasure to have fulfilled more than 240 wishes and raised impactful assets through our annual Make-A-Wish® Polen Capital Golf Tournament. We look forward to our continued partnership.

Damon Ficklin, Head of the Large Company Growth Team and Senior Executive Assistant, Jill Forgea are two of the many passionate team members who support the charity and help out with the Make-A-Wish® Polen Capital Annual Golf Tournament. It is especially meaningful for them both when Wish recipients themselves have an opportunity to become a part of the organization as ambassadors or participate in the annual tournament.

Join us at our annual Make-A-Wish® Polen Capital Golf Tournament →

Being a part of this organization is more than just granting a wish these kids dream of. It’s seeing the transformation that a wish can bring—actually lifting their spirits and in turn, their well-being. Having the opportunity to see it all unfold brings a tremendous amount of joy.

—Jill Forgea

American Association of Caregiving Youth (AACY)

Polen Capital is a corporate sponsor of the American Association of Caregiving Youth. AACY is the national resource for children who sacrifice their education, health, well-being and childhood as they provide care for family members who are ill, injured, elderly or disabled. The mission of AACY is to raise awareness of these largely unseen courageous youth, and to provide direct and indirect resources to care-giving youth and their families. In 2014, Polen Capital began sponsoring the AACY/Polen Capital Caregiving Youth Scholarship for two students who are part of AACY in southern Florida annually.

See how you can help →

I personally am very proud that our firm makes a real difference in the lives of our community’s youth who selflessly take care of others while pursuing their academic and life goals.

—Dan Davidowitz

Travis Manion Foundation

Polen Capital is proud to support the efforts of the Travis Manion Foundation (TMF) which assists our nation’s veterans and families of the fallen. TMF engages with veterans and families of the fallen in all stages of their personal journeys. Through unique programs, TMF empowers these heroes to achieve their goals through community action. TMF believes that the best way to honor the fallen is by challenging the living. TMF challenges veterans and survivors to lead the “If Not Me, Then Who…” movement and inspire others to continue the service to community and country exemplified by the nation’s fallen heroes.

Todd Morris, Jeff Mueller, both military veterans and Portfolio Managers & Analysts, and Advisor Relations Associate PJ Fitzgerald spread the movement through the “Character Does Matter” program targeting middle-school-to-college-age students. These dedicated volunteers inspire courage, service, and integrity through educational speeches and community activities.

Join us in supporting veterans and their families →

Character isn’t taught in school today. After hearing the TMF speech, it’s just incredible to see the looks on these kids’ faces. In some instances, kids will come to us after to let us know TMF has inspired them to give back to their community… It can be a life changing experience for some and even turn their life around.

—Todd Morris

Additional Charities Polen is Active With

Going Beyond →

We’re a team of experienced investment industry professionals who share an unwavering commitment to our clients, investors, community and each other.

Our Why →

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.

Culture →

We’re passionate about making a meaningful difference in the lives of investors entrusting us with their financial well-being.