Robo Advisor, Online Financial Advisor

Professional Wealth Management,
Optimized By Technology.

Personalized Investing.

Whether you're investing for retirement, a major purchase, college tuition, or a different goal, our technology will match you with a highly diversified portfolio tailored to assist you in meeting your financial targets.

Access To Financial Advisors.

Every one of our clients receives access to Polaris Portfolios Financial Advisors. Our advisors are registered investment professionals who will help put you on the track to smarter investing.

Passive + Active Management.

Our investment philosophy combines the benefits of passive and active management. All of our clients receive a low cost, diversified, and professionally managed portfolio.

Fiduciary-Level Care.

As a fiduciary, we are required by law to put your financial interests ahead of our own. Our firm’s guiding principles form the framework for how we interact with clients, colleagues, and the greater community. Together, they are designed to deliver the highest level of fiduciary care.

Choose. Invest. Relax.

Choose
Choose which life event you want to invest for and we'll recommend a personalized portfolio based on your financial situation and investor personality.

Invest
We'll invest your money in a diversified portfolio comprised of U.S. equities, international equities, bonds, real estate investment trusts, and master limited partnerships.

Relax
We'll automate your deposits, rebalance your portfolio, and minimize your taxes, allowing you to enjoy the life events you planned for.

A Wealth Management Solution That Works For You.

Our digital wealth management service is designed to meet each investor's unique needs and financial situation. Simply tell us a little bit about yourself and your financial goals, and we'll take care of the rest.

Start Investing

What We Do:

We harnesses the power of technology to make professional investing more personalized, transparent, and affordable.

Digital Wealth Management
Account Minimum
$5,000

Annual Fee
0.75%

Get Started

You Will Receive:

✔ Personalized Investing

✔ Professional Investment Management

✔ Access to Licensed Financial Advisors

✔ Tax Efficient Portfolio

✔ Chat, Email & Phone Support

✔ Option For Socially Responsible Investing

Who Are We?

Polaris Portfolios is an employee-owned digital wealth management firm committed to making investing easier and more affordable for everyone. We understand investing can seem complicated, that's why whether you are an experienced investor or just starting out, our team of dedicated financial advisors will work with you to help you achieve your unique financial goals. We offer round-the-clock support and personalized investment portfolios to fit every need.

About Us

We Seek To Combine The Benefits Of Passive And Active Management.

Our investment team adheres to a disciplined rules-based investment approach that works to remove human bias, opinion, and emotion from stock selection - all factors that can negatively impact returns. Furthermore, we employ downside protection techniques designed to help mitigate losses during market downturns.

How We Invest

Digital Wealth Management Without The Frills.

Our mission is simple: to set the industry standard for wealth management and client service. We harness the power of technology to deliver a more affordable, efficient, and transparent investment experience to our clients.

Our Guiding Principles