Our investment team collaborates with your advisor to determine the appropriate investment solution for your financial strategy and goals.

Explore Our Portfolios

A range of diverse, professionally managed portfolios to meet your unique objectives, risk tolerance, and values.
Every portfolio is constructed, managed, and monitored by our investment committee. We believe in using a disciplined approach to design diversified portfolios that seek to achieve your short and long term financial goals. 
You receive:
  • Global diversification across a range of asset classes
  • Ongoing investment monitoring and systematic rebalancing to keep your portfolio on course
  • Dynamic risk management strategies that seeks to minimize the negative effects of market downturns
  • Transparent reporting to easily view your holdings and performance
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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.

Portfolio Series

Each of our series offers a Conservative; Moderately Conservative; Moderate; Moderately Aggressive; Aggressive portfolio.  Portfolios can be customized upon request. 
CORE Series
Goal oriented, globally diversified portfolios that seek to specific long term investment objectives based on your time frame and risk tolerance.
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income series
Globally diversified portfolios that seek to deliver either capital preservation and/or current income with a secondary focus on capital appreciation.
ESG Series
Goal oriented, globally diversified portfolios that invest in funds with positive environmental, social, and corporate governance characteristics. Allows you to align your investment with your values.
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bri Series
Biblically responsible investments. Goal oriented, globally diversified portfolios that invest in companies that align with biblical values.
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© 2025 Polaris Financial, LLC.
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
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