Polaris offers investment advisory and wealth management services to retail investors. This involves developing a plan to manage your financial resources based on an analysis of your individual needs and circumstances. In a non-discretionary account, you are the ultimate decision maker for what is bought or sold from your account. In a discretionary account, we make these decisions, following any restrictions you place on us while managing the account.
Polaris does not offer limited investment offerings at this time.
Our investment management services are based on your stated objectives and risk tolerance. Our minimum for opening an account is $500,000.
Your investment portfolios are monitored on periodic basis, generally no less frequently than weekly, for consistency with your investment objectives. This monitoring is offered as a part of our standard services.
You can find more information in our Form ADV Part 2A, Items 4 (“Advisory Business”) and 7 (“Types of Clients”).
CONVERSATION STARTERS:
- Given my financial situation, should I choose an investment advisory service? Why or why not?
- How will you choose investments to recommend to me?
- What is your relevant experience, including your licenses, education, and other qualifications?
What do these qualifications mean?