How does POLEN CAPITAL CREDIT, LLC help clients – Key Takeaways:
POLEN CAPITAL CREDIT, LLC is a leading financial advisory firm that provides expert services to clients in need of investment and wealth management advice. The firm prides itself on its extensive experience in the financial industry, as well as its commitment to putting clients’ best interests first.
Facts and Insights:
POLEN CAPITAL CREDIT, LLC was founded in 1979 and has since become a trusted name in the financial advisory world. With over 40 years of experience, the firm has the knowledge and expertise needed to guide clients towards their financial goals.
One of the key factors that set POLEN CAPITAL CREDIT, LLC apart is its strong emphasis on research and analysis. The firm’s team of financial experts is constantly conducting in-depth research to stay ahead of market trends and provide clients with valuable insights.
In terms of assets under management, POLEN CAPITAL CREDIT, LLC manages over $18 billion. The firm also has a team of 25 advisors who work closely with clients to develop customized investment strategies that align with their unique financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $18 billion | 25 | 40+ years |
Financial Services Offered:
POLEN CAPITAL CREDIT, LLC offers a wide range of financial services to help clients manage their wealth effectively. These services include portfolio management, tax planning, retirement planning, estate planning, and risk management, among others.
Client Types:
POLEN CAPITAL CREDIT, LLC serves a diverse group of clients, including high net worth individuals, families, and institutions. The firm is dedicated to providing personalized services to each client, regardless of their financial situation or goals.
Fees & Compensation:
POLEN CAPITAL CREDIT, LLC charges clients a percentage of their assets under management as a fee. This fee structure ensures that the firm’s interests are aligned with those of its clients. The specific fee rate may vary depending on the type and size of the client’s portfolio.
Background:
POLEN CAPITAL CREDIT, LLC was founded by Mr. Bernard R. Horn Jr., a highly experienced financial advisor and portfolio manager. Mr. Horn has over 45 years of experience in the financial industry and is a well-respected figure in the investment community.
The firm’s team of advisors consists of seasoned professionals with backgrounds in finance, economics, and accounting. They bring a wealth of knowledge and expertise to the table, allowing them to provide clients with top-notch financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, POLEN CAPITAL CREDIT, LLC is required to disclose any potential conflicts of interest to its clients. These disclosures include any affiliations with other financial institutions and any compensation received for recommending certain products or services. The firm is committed to full transparency with its clients and always puts their interests first.
In conclusion, POLEN CAPITAL CREDIT, LLC is a reputable financial advisory firm that offers a comprehensive range of services to help clients achieve their financial goals. With a team of experienced advisors and a strong emphasis on research and analysis, the firm is dedicated to providing top-notch financial advice to individuals, families, and institutions.