Poll Financial offers asset management services to high net worth individuals and family offices. We provide in-depth analysis of current investments and positions, as well as troubleshoot potential vulnerabilities within the portfolio. Clients assets are actively managed by employing investment strategies that are individually tailored to meet the clients needs and objectives.
Poll Financial brings an uncommon depth of knowledge and understanding of the fixed income markets to our clients. We utilize this expertise to guide our clients through the complexity of the bond market in order to develop the optimal portfolio structure.
- Bond portfolio management
- Asset allocation
- Foreign exchange