Institutional
Solutions

We work directly with financial advisors and institutions in two ways. The first way is by sub-advisory investment services found on major SMA platforms. The second way is by white labeling our investment services to firms that don’t manage their clients’ assets internally, or those looking to outsource this critical function.

We work directly with financial advisors and institutions in two ways. The first way is by sub-advisory investment services found on major SMA platforms. The second way is by white labeling our investment services to firms that don’t manage their clients’ assets internally, or those looking to outsource this critical function.

Our Institutional Approach

Outsourced investment management requires trust and teamwork. Polaris Wealth Advisory Group works in direct partnership with our institutional clients. We keep our clients well informed with our market outlook and the decisions we are making within our strategies. We allow our institutional clients to work with us in whatever way best fits their business model. We can white/private label our investment strategies for you or you can work with us on the major SMA platforms. Either way, we look forward to forming a strong partnership.

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 can build you a customized bond portfolio to help meet your individual needs. We look forward to helping you find your solution.

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.