Polaris Private Accounts
Polaris offers separately-managed accounts tailored to a client’s investment experience, risk appetite, and life circumstances. Clients first take advantage of a guided, interactive process of risk assessment available on the Polaris Hub Account. Armed with this initial framework, one-on-one conversations with Polaris’ senior portfolio manager lead to a client-centric investment plan.
Strategies are primarily equity-oriented, employing a broad range of factor-weighted, as well as some sector and index ETFs. “Factor” ETFs are weighted to reflect fundamental or technical factors such as low volatility, quality, or momentum. Whereas sector and index ETFs are the more traditional form.
A portfolio’s weightings of factor ETFs will vary, but there will typically be at least some exposure to all the major factors. Strong diversification principals will be maintained, designed to provide attractive returns at lowered volatility. With a client's permission, a portfolio may also be customized to include allocations to individual stocks and other securities.