Headquarters: Boca Raton, Fla.
AUA: $64 billion as of June 30
U.S. employees: 207
Years won: 2016-2023
Polen Capital staff members marched in Pride parades in Boston and Florida in 2023. The firm took home the Best DEI Initiative of the Year award in 2023, given by With Intelligence to asset managers that have done an exceptional job promoting diversity, equality and inclusion across their businesses.
Headquarters: Boca Raton, Fla.
AUA: $64 billion as of June 30
U.S. employees: 207
Years won: 2016-2023
"A culture of results and belief in going beyond what's expected has earned Polen Capital P&I's Best Places to Work in Money Management for the eighth consecutive year. For more than 30 years, Polen Capital has demonstrated an unwavering commitment to its clients, colleagues and community. Embracing a growth mindset, continuous improvement and lifelong learning are fundamental to its culture. In fact, employees state an individual training budget for continuous improvement and learning as one of the things they love most about Polen. Its results-only work environment (ROWE) provides 'freedom in a framework' that empowers people to bring their best selves to work. And Boon Health coaching sessions are available to support mental wellness.''