Polen Capital Management Corporation is an investment management firm based in Tampa, Florida. Before moving to Florida in 1990, the firm operated its business in New York City on Wall Street. Founded in 1979, the firm specializes in providing portfolio management for business owners, professionals,endowment, foundations and the trustees of retirement plans of medium sized business.
The firm offers an excellent alternative to large money management firms who can not offer authentic personal service. Polen Capital differentiates itself from other money managers by combining an outstanding performance record with personal service where clients can have access to the principals of the company. Clients choose the firm for the results produced by a proven, disciplined investment approach directed by an experienced and mature portfolio manager and the personal service.
Polen Capital, an SEC-registered investment advisor, was founded by David M.Polen, who is the sole shareholder. – less–ZoomInfo