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 just looking to grow your wealth, our technology will match you with a highly diversified portfolio tailored to meet your financial goals.

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. We provide low cost, diversified portfolios with downside protection and potential for outperformance.

Fiduciary-Level Care.

As a fiduciary, we are required by law to put your financial interests ahead of their own. Our firm’s guiding principles form the framework for how we interact with clients, colleagues, and the greater community, and 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 Registered Investment Advisor (RIA) committed to making investing easier and more affordable for everyone. We understand investing can be complicated, that's why whether you are an experienced investor or just starting out, our team of experts will work with you to help you achieve your unique financial goals. We offer round-the-clock support, bank-level security, and personalized investment portfolios to fit every need.

About Us

We Combine The Benefits Of Passive And Active Management.

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

How We Invest

Past performance is no guarantee of future results. All investments involve risk and may lose money.

More Value Where It Counts.

We understand the true value of any wealth management service lies in its long-term realized performance. That's why we display all of our equity strategy returns after fees and expenses right here on our website. It's just another way we're bringing more transparency to investing.

View Performance

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