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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. 


Traditional Private Accounts.  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 occasional ETFs as appropriate to account size. 


Alternative Investment Strategies.  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. 

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