Professionally Managed Portfolios Designed For Your Investment Goals.

*Pull in from betterment, galileo, and wealthfront
https://www.schwab.com/public/schwab/investing/accounts_products/investment/cash_solutions
add treasury portfolio display both solutions

Managed Portfolios

Alpha Strategies

Cash Solutions

How We Design Your Diversified Portfolio.

Our investment team constructs diversified portfolios that are designed to help you pursue your short and long term financial goals. 

1.
Based on your financial situation, time horizon, and investor personality we will recommend a portfolio aligned with your goals. 

2.
We will invest your money in a globally diversified personalized portfolio comprised of stocks, bonds, and real estate. ​

3.
Our investment team will monitor and systematically rebalance your portfolio to keep it on track with your goals. 

This portfolio is a model and is meant to serve as an illustrative example. ​Your portfolio will be specific to your financial situation, time horizon, investor personality and goal(s).

​An Investment Philosophy Grounded in Decades of Research.

Our investment philosophy is rooted in the belief that systematically constructed, globally diversified, low cost portfolios offer the best way to generate superior risk adjusted long term returns. This philosophy is rooted in decades of empirical academic and professional studies.

Investment Principles.

Our investment principles form the basis for the construction, monitoring, and rebalancing of our portfolios. 

Global Diversification
We diversify your portfolio across a range of asset classes including domestic, foreign developed, and emerging market stocks, real estate, and fixed income. 

Systematic Rebalancing
Our technology works to maintain the risk return profile of your portfolio by employing a rules-based process to sell appreciated assets and purchase depreciated assets. 

Alignment of Interests
As an independent firm, we do not have any affiliation nor do we receive fees from any particular broker or asset manager. All of our principals and employees are invested in our portfolios.

Prudent Risk Management
Our investment team employ a series of strategies that seek to minimize the negative effects of market downturns and reduce volatility. 

Rigorous Fund & Strategy Selection
​​​We employ a robust rules-based investment selection process that encompasses quantitative and qualitative factors. We review our approved funds and strategies on a quarterly basis.

Clear, Articulated Objectives
​Each of our portfolios seeks to deliver a set of clearly defined investment objectives. 
​

Questions? We're here to help.

Schedule a Virtual Meeting

Portfolio Series.

We offer a suite of portfolios each designed and managed by our investment team to deliver a specific investment objective and risk/return profile. All of our Managed Portfolios allow for the incorporation of an ESG investment option (ESG investing refers to investing in companies with positive environmental, social, and governance characteristics). All of our portfolios can be customized to incorporate your unique financial needs, investor personality, and values. 

Managed Portfolios

A suite of globally diversified professionally managed portfolios designed to match your investment strategy, objective, and risk tolerance. Each portfolio is designed managed, and monitored by the Polaris Investment Management team.   

explore portfolios

Alpha Strategies

 A suite of actively managed U.S. equity strategies that seek to outperform their respective index. Each strategy is constructed according to a rules-based process and managed by the Polaris Investment Management Team. 
​

explore Strategies

Questions? Chat with a Polaris Wealth Advisor to learn how our portfolios and strategies can help you meet your goals. SHOULD WE PUT A CALENDLY LINK HERE?

INSERT PHONE PICTURE & NUMBER

CHAT INSERT CHAT BUTTON

---

Cash Management
Seeks stability and income through highly liquid, high quality, short-term fixed income securities.

Capital Preservation
Seeks to primarily provide investors with capital preservation and secondarily to provide a source of current income.

Income
Seeks to primarily provide investors with current income and secondarily to provide capital appreciation.

Capital Appreciation
​Seeks to provide investors with long term capital appreciation growth.

Balanced
Seeks to primarily provide investors with capital appreciation and secondarily to provide a source of current income.

Tactical
Seeks to provide investors with long term capital appreciation growth and downside risk protection.

Additional Strategies

Income - Balanced

Income - Capital Appreciation

Income - Capital Preservation

Style Alpha

---

Are you ready to invest in your future?

Start Investing

Get Support