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Our Guiding Principles.
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Our Guiding Principles

Our Guiding Principles form the framework for how we interact with clients, colleagues, and the greater community.
Client First.
We will always put our client's interests before our own.
  • Gain a deep understanding of our client's needs, concerns, and goals.
  • Always act in a fiduciary capacity.
  • Forge relationships with clients built on trust, loyalty, and integrity.
  • Introduce products and/or services that help clients better manage their financial life.
Commitment to Innovation.​
We will continually innovate to improve our client experience.
  • Implement technology that allows us to streamline investing.
  • Develop seamless integration of services and products.
  • Integrate technology that makes it easier for clients to access their accounts​​.

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Pledge to the Common Good.
We seek to help and strengthen the communities we serve.
  • Participate in community events and fundraisers.
  • Foster a corporate environment that supports community involvement.
  • Spearhead initiatives for greater financial literacy.
  • Put in place corporate practices that consider the environment.

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Focus on Investment Management. 
We strive to deliver the highest quality investment management solutions to our clients. 
  • Design the highest quality personalized portfolios for our clients
  • Develop best in class , low fee investment strategies for clients​
  •  Support and lead initiatives to bring greater transparency to the world of investments.​
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708-880-7098
[email protected]
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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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