Calculated And Sophisticated Diversification
Our asset allocation philosophy is grounded in decades of academic and industry research. Clients will receive a diversified portfolio comprised of our institutional grade equity strategies and low cost exchange traded funds (ETFs) all handpicked by our investment team. Portfolios include up to six asset classes including stocks, fixed income, real estate, master limited partnerships, gold, and cash.
The below portfolio is a hypothetical portfolio and is meant to serve as an illustrative example. Your portfolio will tailored to your goal and investor personality.
Strategies and ETFs We Use
Below are a list of the institutional strategies and ETFs we use to construct your portfolio. These strategies and ETFs were chosen based on their index, tracking error, liquidity, expense ratio, ability to meet redemption, and capital gain implications. The weights given to each strategy and ETF in your portfolio will depend on your unique financial situation.
Polaris Large Cap Value
Polaris Dow Yield
Polaris Focused Yield
Polaris Large Cap Growth
Polaris Mid Cap Core
Polaris Mid Cap Value
Polaris Mid Cap Growth
Polaris Small Cap Value
Polaris Small Cap Growth
Polaris Concentrated Microcap
Polaris Microcap Opportunities
iShares 1-3 Year Treasury Bond
iShares 3-7 Year Treasury Bond
iShares 10-20 Year Treasury Bond
Vanguard Short Term Inflation Protected Securities
iShares Short-Term National AMT - Free Muni Bond
iShares National AMT - Free Muni Bond
ETRACS Alerian MLP Infrastructure Index
SPDR® Gold Shares
Professional rules-based strategies at no extra cost.
Unlike other robo-advisors that simply offer third party index ETFs, Polaris Portfolios provides clients with direct access to our institutional, rules-based equity strategies. Once solely reserved for private wealth managers, these strategies are designed to outperform their market benchmark and are available to all Polaris Portfolios clients regardless of account size, at no extra charge. In the spirit of our core value of transparency, we make sure returns for all of our institutional strategies and their associated benchmarks are visible for everyone to see.
Our institutional strategies combine the benefits of active and passive investing.