Poll Financial LLC is a boutique financial advisory firm, providing senior level strategic and financial advice to governments and corporations. The firm offers sophisticated insights and strategies that extend beyond the traditional formulistic approach commonly found in larger firms.
Poll Financial offers asset management services to high net worth individuals, families and foundations. Services include portfolio management and financial planning. Under the direction of a
highly successful portfolio manager who has managed trading desks at some of the
most respected firms on Wall Street, assets are actively managed with investment strategies individually tailored to meet the client's goals.