Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Robert Polay is a Certified Financial Planner™ who is registered with Windrose Advisors LLC. Kenneth is active as an Investment Advisor Representative in the state of Massachusetts. The firm's main office is located in Waltham, MA. Kenneth has been with the firm since November 2009. Windrose Advisors LLC manages over $2.5 billion in assets for individuals, families, and charitable organizations. The firm specializes in providing financial planning and investment management services. The firm also offers portfolio management for pooled investment vehicles and for businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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MA
02/02/2010 - Present
Windrose Advisors LLC (WALTHAM MA)
Active
Inactive
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