A Culture of Results

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

A Culture of Results

Starting with "why"

A Culture of Quality

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.

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.

Core Values

We live by three core values:

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 ten years.

Rachel Trock
Chief People Officer
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A Culture of Inclusivity

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.

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. All employee resource groups are open to all employees.

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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

Polen PRIDE

  • Creates opportunities for LGBTQ+ employees and allies
  • Celebrates diverse identities and experiences
  • Cultivates a collaborative, equitable, and inclusive environment
Polen Cares

Polen Cares

  • Represents the firm’s commitment to supporting our global communities
  • Drives employee-directed philanthropic efforts
  • Empowers and encourages collaboration among global offices
Thrive_ERG

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

 

polen capital_Make a wish

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.

Join us at our annual tournament

Awards

Industry-Recognized Culture

Awards 2 Min

Polen Capital Named to P&I’s “Best Places to Work” for 10th Consecutive Year
Pensions & Investments recognizes Polen for its strong cultural pillars of collaboration, inclusion, and autonomy.
Awards 3 Min

P&I Best Places to Work Award 2024
Pensions & Investments recognizes Polen for its positive work culture and treatment of employees.
Awards 2 Min

Polen Capital Named to P&I’s “Best Places to Work” for 10th Consecutive Year
Pensions & Investments recognizes Polen for its strong cultural pillars of collaboration, inclusion, and autonomy.

Learn more about how our approach goes beyond all expectations.

Polen Capital was named to the Pensions & Investments Best Places to Work in Money Management, in the category of asset managers with 100-499 employees as of December 8, 2025. The Best Places to Work Award is managed by Best Companies Group (BCG). There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.