An Investment Portfolio Tailored Just For You.

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

This portfolio is a model and is meant to serve as an illustrative example. ​Your portfolio will be specific to your life event goal and investor personality.

Diversified
We'll build you a diversified investment portfolio based on your financial goals and time horizon.

Tax Efficient
Our software helps to mitigate tax consequences and improve after tax returns.

Affordable
We've removed trade fees, transaction fees, load fees, and rebalancing fees altogether.

Downside Vigilance
In the event of a down market, we help minimize the chance of large losses.

A Modern Investment Approach Based On Decades Of Research.

Our investment methodology ​is based on decades of academic and industry research. All of our portfolios are systematically constructed and seek to deliver superior risk adjusted long-term investment returns. Every client receives a diversified portfolio including an optimized combination of stocks, bonds, real estate investment trusts, and commodities. ​

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Investment Principles.

These six investment principles represent our unwavering commitment to our clients, transparency, and innovation. Each principle is embedded into our company's culture and helps guide important investment decisions.

Dynamic Diversification
We diversify your portfolio across six core asset classes designed to maximize return given your time horizon and investor personality. ​

Smart Rebalancing
Our automated rebalancing software seeks to enhance risk adjusted returns by systematically buying low and selling high. 

Risk Management
We employ a series of techniques designed to minimize the negative effects of market downturns. ​

Tax Optimization
Our software works to mitigate tax consequences and improve your portfolio's after tax return. 

Low Fees
​​We've removed trade fees, transaction fees, load fees, and rebalancing fees altogether.

Fiduciary Standard
​We act as a fiduciary on your behalf and fully abide by the Fiduciary Standard.

Additional Portfolio Options.

We give all of our clients the option to invest in ESG and/or Income portfolios. During the onboarding questionnaire, simply select which additional portfolio option you want to include in your investment portfolio, and we'll handle the rest.

ESG Investing

Invest in a portfolio of publicly traded companies that have positive environmental, social, and corporate governance characteristics. 

Income Investing

Invest in a portfolio comprised of high yield securities designed to generate ongoing income.
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Investment Funds And Strategies.

As an independent advisory firm we strive to provide our clients with access to best-in-class exchange traded funds and separately managed accounts.

Stocks

​Polaris Large Cap Value
Polaris Focused Yield
Polaris Large Cap Momentum
Polaris Mid Cap Value
​Polaris Mid Cap Momentum
Polaris Small Cap Value
Polaris Small Cap Momentum
Polaris ESG Value
Polaris ESG Focused Yield
Polaris ESG Momentum

Fixed Income

Vanguard Total Bond Market
Vanguard Short Term Inflation Protected Securities
iShares U.S. Preferred Stock ETF
iShares Broad USD Investment Grade Corporate Bond ETF
Nushares ESG U.S. Aggregate Bond ETF

Real Estate

Vanguard REIT

Commodities/Energy

ETRACS Alerian MLP Infrastructure Index

Are you ready to invest in your future?

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