V.M. Polce Investment Advisors, LLC
One DeWolf Road
Suite 209
Old Tappan, NJ 07675
Our Founder - Victor M. Polce
Victor is the founder and chief investment officer of VMPOLCE Investment Advisors. Formerly a Vice President at American Express, Victor brings over 25 years of financial markets experience on Wall Street in global leadership positions.
Victor is a Registered Investment Advisor, Registered Financial Consultant (RFC) and a graduate of Columbia University with a master's degree in international finance and Franklin and Marshall College with a degree in government and french.
Our Firm
We take pride in being a smaller company with big resources. We've developed a growing and successful firm focused on building relationships and delivering results. Any referrals we receive are always given time and respect. Your initial meeting with us is complimentary and focused on bringing clarity to your own financial story.
Financial Planning and Investment Advisor
We provide Fee-Only financial planning services and investment management.
Our mission is to provide personal, caring and knowledgeable advice to help you clarify your goals and realize your dreams. We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long term financial needs. That way, we can help you create a realistic, personalized investment strategy.
We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will always be ready to adjust your portfolio. Our primary commitment is your long term financial success.
A separate custodian (e.g. Charles Schwab) holds the assets in our client's name. The custodian provides customary custodial account statements. Our client empowers us to act on his/her behalf through a limited power of attorney. This assignment enables us to purchase and sell assets for the account, while removing none of the client's powers.
We monitor portfolios closely, adjusting the asset mix when appropriate. We provide our clients with a written quarterly report that includes a quantitative summary of the overall performance and the performance of the individual holdings in the portfolio.
To align our interests, our compensation derives totally from investment advisory fees paid by our clients. This allows us to be totally independent and impartial in selecting high quality, cost effective, products and services. Because our fees are based primarily on the size of the assets that we manage, we have a shared interest in portfolio appreciation.
We look forward to your inquiry!
Please be aware that V.M. Polce Investment Advisors, LLC has a portfolio minimum of $100,000 to accept inquiries through this directory.
