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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Halperin is a Registered Investment Advisor Representative with Polen Capital Management, LLC. Drew has been in the financial industry for a period of time, working in investment management and as a Registered Representative for Foreside Funds Distributors LLC. Drew works with a variety of client types including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisers, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Drew specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/15/2025 - Present
Polen Capital Management, LLC (BOCA RATON FL)
Active
Inactive
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