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A Personal Financial Hub

Through collaboration with a digital platform provider, Polaris makes it possible for investors to organize and access their complete financial profile in one location — a Polaris Hub Account.  This complimentary service provides:

  • A single web location to organize and access all personal financial  accounts regardless of their source (brokerage, banks, and other advisers).  Polaris is pleased to assist as needed.

 

  • An Interactive, guided process to identify personal risk tolerance and investment objectives.

  • Multiple financial assessments of each separate investment account.

  • Certain aggregated evaluations such as asset allocation, market value over time, or cash flow.

  • Online access to Polaris account reports.

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Check the background of Polaris Investment Partners with Investment Adviser Public Disclosure