We’re passionate about making a meaningful difference in the lives of investors entrusting us with their financial well-being.
Start With 'Why'
At the center of everything we do is our “Why”— our purpose as a firm to create lasting value for our clients, colleagues, and our community.
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Our Culture
Our culture of results is engrained in the fabric of who we are, our investment approach, and how we run our business. It is a culture rooted in quality. We are dedicated to supporting and empowering our people and our community.
We have created a results-only work environment (ROWE) that fosters continuous improvement, learning, and a growth mindset. We are extremely proud of ROWE’s influence on the talent we are able to attract and its positive effects on outcomes for our clients and the communities we serve. From offering an innovative work environment to investing in continuing education of each employee, Polen Capital is committed to doing the right thing in the right way for our clients, our community, and our team.
Do the right thing: Our clients are the reason we are in business. We make every decision with the best interests of our clients, employees, and external partners in mind.
Do more than expected: Excellence, not perfection, is the base; unexpected service and performance is the goal. Going a step further sets us apart from the competition.
Respect the individual: We build trust with both clients and colleagues by acting with integrity and respect. We seek diversity of thought and encourage inclusion through collaboration, recognizing that world-class results are achieved together.
Our culture has helped Polen Capital to be named among the best places to work by Pensions & Investments each of the last nine years.
Our commitment to Diversity & Inclusion focuses on driving representation for people of underrepresented backgrounds within the asset management industry, expanding our ability to go beyond for those we serve.
Drive Promotion, Retention, and Inclusivity
Through employee resource groups and other company-wide initiatives, we seek to build a culture of belonging to ensure that all individuals can be seen, heard and celebrated.
Women Inspiring Success & Engagement
Attracts and retain top female talent
Supports skill-building, mutual collaboration
Works with leadership to build an environment for women to thrive
Polen PRIDE
Creates opportunities for LGBTQ+ employees and allies
Celebrates diverse identities and experiences
Cultivates a collaborative, equitable, and inclusive environment
Polen Cares
Represents the firm’s commitment to supporting our global communities
Drives employee-directed philanthropic efforts
Empowers and encourages collaboration among global offices
Employees Building Resources & Community Engagement
Builds representation for multicultural groups and their allies
Fosters awareness of people of color
Serves as a resource for workplace success and engagement
Thrive
Fosters a culture of holistic wellness among our colleagues
Empowers every employee to thrive personally and professionally by providing resources, support, and opportunities for growth
Focuses on three main pillars of wellbeing: physical, mental, and financial health
Employee Resource Groups
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Engaging Our Communities
Polen Capital has partnered with the Make-A-Wish® Southern Florida foundation since 2007. It is our great pleasure to have fulfilled 600+ wishes and raised impactful assets through our annual Make-A-Wish® Polen Capital Golf & Pickleball Tournament.
With Intelligence recognizes Polen as an asset manager who has done an exceptional job in promoting diversity, equality, and inclusion across the business.
Learn more about how our approach goes beyond all expectations.
Polen Capital was named to Pensions & Investments Best Places to Work in Money Management in the category for asset managers with 100-499 employees as of December9, 2024. The Best Places to Work Award is managed by Best Companies Group (BCG) and requires participating organizations to complete a two-part process. The first part evaluates workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.
