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.

Polaris Wealth Advisory Group offers their strategies on several institutional platforms.

We are proud to offer the following strategies on the Envestnet platform:
  • Focused Equity
  • Global Growth
  • Rising Dividend Growth & Income
Envestnet
We are proud to offer the following strategies on the TD Ameritrade platform:
Balanced Equity Strategies
  • Rising Dividend Growth & Income
  • Focused Growth & Income
  • Focused Income

All Equity Strategies

  • Global Growth
  • Rising Dividend Growth
  • Concentrated Value
  • Focused Value
  • Socially Responsible

Tactical ETF Strategies

  • Tactical Conservative
  • Tactical Moderate
  • Tactical Growth
  • Tactical All Equity

Beta Rotation ETF Strategies

  • Global Equity Beta Rotation
  • 80/20 Beta Rotation
  • 60/40 Beta Rotation
  • 40/60 Beta Rotation
  • 20/80 Beta Rotation
  • Global Bond Beta Rotation
TD Ameritrade Institutional