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- Custodian
- Brown Brothers · Citibank · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2003
- Office Locations
- 1
Office Locations
About Polygon Investment Management
Polygon Investment Management is a global fund manager serving individual investors and smaller institutions with customized, fee-only portfolio management. Portfolios use an asset-allocation, geographically diversified core-satellite approach—liquid, low-volatility exposure to global stocks, bonds and alternatives, with limited satellites in areas like small caps and emerging markets. Core is managed in-house, with specialist external managers and closed-end funds used for less efficient markets.
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Owner & Executives
BAYLY PHILIP WINDER
Chief Executive Officer
- CRD
- #4364916
- Ownership
- 75% or more
DIANE H WINDER
Chief Compliance Officer, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,733,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,733,609 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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