Customized Bond
Portfolios
Whether you are looking for tax-free income or a diversified income stream, Polaris Wealth builds customized bond portfolios for clients looking for just what the strategy provides through a different factor.
Whether you are looking for tax-free income or a diversified income stream, Polaris Wealth builds customized bond portfolios for clients looking for just what the strategy provides through a different factor.
Our Investment Strategies
Balanced Equity
Strategies
Polaris Wealth runs two tactical balanced equity strategies, which are both benchmarked against a 60% equity, 40% bond allocation.
All Equity
Strategies
Polaris Wealth runs four strategies that are benchmarked against 100% equity holdings. Each strategy is unique and adds diversity to our offering.
Tactical ETF
Strategies
Our Tactical ETF Strategies are global strategies that are designated by risk allocation. All of these strategies will shift their allocation to be defensive when our research dictates or be fully invested if risk has subsided.
Beta Rotation
ETF Strategies
Our quantitively driven strategies keep asset allocations at specific stock-to-bond-to-cash ratios at all times. We shift from high beta to low beta when risk necessitates and return to high beta to take advantage of good markets.
Customized
Bond Portfolios
Whether you are looking for tax-free income or a diversified income stream, Polaris Wealth builds customized bond portfolios for clients looking for just what the strategy provides through a different factor.
Alternative
Investments
Our high net worth clients are always looking for sophisticated solutions to their individual needs. Polaris Wealth will work with you to sort through the various alternative investments to find the best solution for your specific goals.
Looking for Institutional Investing Solutions?
Our solutions are available directly or accessible on industry platforms.