Polen Capital Credit, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Polen Capital Credit offers investment advisory services specializing in high yield and financially stressed companies, focusing on the lower tier of non-investment grade credit markets. Polen Credit uses a value-oriented, fundamental investment approach with an emphasis on downside protection. Polen Credit customizes its advisory services to the individual needs and requirements of its institutional clients. Polen Credit does not directly manage investments for individual investors.

Assets Under Management$7.4B
Clients48
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Polen Capital Credit, LLC | TrueAdvisor