Style Alpha Solutions

 Our Style Alpha strategies are designed to provide advisors and consultants with a comprehensive toolkit for implementing their views on the U.S. equity market. Strategies are designed like building blocks; each one provides calculated exposure to a particular investment style, at a specific market capitalization level. We offer ten U.S. equity strategies each focused on one of three investment styles: ​Value, Momentum, or Yield. INSERT FACTSHEETS TO EACH PERFORMANCE TABLE

Investment Philosophy

We believe empirically derived, style focused strategies can systematically exploit market inefficiencies, offering the potential for superior risk adjusted investment returns. Our strategies are designed to capture and exploit the risk premiums distinct to a particular investment style to the fullest extent. 

Literature

Strategies

​Offered in SMA and UMA Vehicles.
Polaris Large Cap Value
Seeks to construct a portfolio of attractively valued U.S. stocks from a universe of companies with market capitalizations greater than 7.5 billion.​​
Strategy / Index
1 Year
3 Year
Inception To Date
(September 1st 2016)
Polaris Large Cap Value
Russell 1000 Value
Strategy / Index
1 Year
3 Year
Inception To Date
(September 1st 2016)
Polaris Large Cap Value
Russell 1000 Value
Polaris Large Cap Yield
Seeks to construct a portfolio of attractively valued large cap stocks with a history of consistent dividend payments, that currently have above average dividend yields​
Strategy / Index
1 Year
3 Year
Inception To Date
(September 1st 2016)
Polaris Large Cap Value
Russell 1000 Value
Polaris Large Cap Quality
Polaris Large Cap Momentum
Strategy / Index
1 Year
3 Year
Inception To Date
(September 1st 2016)
Polaris Large Cap Value
Russell 1000 Growth
Subscribe to our newsletter:
About
Home
​​Contact Us
Careers
Legal
​Terms of Use
Privacy Policy
Form ADV Part 1
​Form ADV Part 2
Form CRS
Services
Financial Planning Tools
Investments
FAQs
For Financial Institutions
​Credit Union Wealth Program
Contact
708-996-0213
​support@polarisportfolios.com
​
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.
Icons designed by {Gregor Cresnar} from Flaticon