Polaris Investment Services
The Polaris investment philosophy follows the premise that traditional strategies have an important place in every portfolio . . . but, long-term goals are best achieved when opportunities also encompass alternative assets. Polaris investment programs are designed with this philosophy in mind.
Polaris offers access to a wealth platform where users can combine, view and analyze their complete financial profile from a single web location — regardless of the originating source (brokerage, bank, other advisers, etc.). Interactive assistance with additional financial tasks is also a part of this complimentary resource. Investors are encouraged to establish their own Polaris Hub Account.
Polaris Private Accounts are client-driven, designed to achieve an investor’s financial objectives and complement their stage of wealth management experience. Strategies are primarily equity-oriented, including individual stocks and a range of ETFs as appropriate to account size.
From its formation, Polaris has been an active player in alternative assets and hedge funds, primarily as a “manager of managers.” The principals screen and scrutinize other investment managers, seeking to identify top talent in specialized markets. Several single and multi-manager hedge strategies are available to accredited investors and qualified-purchasers.