Active Investment
Management
Polaris Wealth Advisory Group takes great pride in being an active investment manager. Our portfolio management team is constantly evaluating the strength or weakness of the market to determine if we should be aggressive or defensive with your portfolio. We realize that in most markets opportunities can be found in specific sectors of the market. We remain ever vigilant, balancing opportunities with the risk associated with every investment.
Polaris Wealth Advisory Group takes great pride in being an active investment manager. Our portfolio management team is constantly evaluating the strength or weakness of the market to determine if we should be aggressive or defensive with your portfolio. We realize that in most markets opportunities can be found in specific sectors of the market. We remain ever vigilant, balancing opportunities with the risk associated with every investment.
Investment Philosophy
Polaris Wealth Advisory Group believes that different types of research work in different market environments. That is why we balance our investment decisions on what we call the Four Pillars of Investing. We believe that a well-managed portfolio should be viewed by looking at technical analysis, market sentiment, macroeconomic conditions, and fundamental analysis. All of our investment decisions are based considering all four of these elements of research.
— John Maynard Keynes
Investment Universe
Opportunities
Four Pillars of Investing
TECHNICAL ANALYSIS
We evaluate the broader market, sectors, industries, and individual stocks by analyzing statistical trends such as price movement and volume.
- Price doesn’t lie. You may think that you’ve found a great investment, but if the rest of the investing world disagrees with you, you will lose money.
- We look for markets that are working in our favor, and individual stocks that have momentum.
MACROECONOMIC CONDITIONS
We believe in understanding current macroeconomic conditions to either trim portfolio exposure to the stock market or to have full exposure. A strong economy often leads to strong markets, whereas a recession can lead the markets lower.
- It is important to get key economic indicators as quickly as possible to determine the health of the U.S. and other world economies.
- Most of the economic data that we rely on comes out weekly or monthly. Traditional recession data points can take six months to a year to confirm a recession, far too long to protect a portfolio from downside risk.
FUNDAMENTAL ANALYSIS
We believe in buying the very best companies in our diversified portfolios. While we understand that companies can manipulate the figures they report, we believe that the quality of numbers doesn’t lie over time. We are very quantitative in our fundamental evaluations.
- Every sector and industry is different, with different criteria of what has made them perform well for their investors in days past.
- We screen thousands of stocks every week to find the ones that are most in alignment with future growth.
MARKET SENTIMENT
We evaluate the sentiment of the market, as it can often influence buying and selling decisions. Market sentiment can often have an impact on market prices, thus influencing technical analysis.
- PWAG looks at many sentiment polls and put-to-call ratios to understand the mood of the market.
- PWAG understands that market sentiment can often be a contrarian reading, as most individual investors base their decisions by “gut feeling,” buying when they feel comfortable and often selling in a panic. Extreme readings can often lead to great opportunity.
Disciplined Investment Management
The key to successful portfolio management is to remain disciplined in your investment approach. We believe that in portfolio management one must leave one’s ego behind and let the research speak for itself. “The markets can remain irrational longer than you can remain solvent.”
If you stick with tried and true disciplined investment management, you should be able to weather all storms. A disciplined investment approach leads to a more consistent portfolio review, which in turn can lead you successfully to your long-term financial goals.
Strategies Built to Perform
Polaris Wealth believes that the success of wealth management is to combine a comprehensive financial plan with strong portfolio management. We have built a menu of stock, stock and bond, and ETF strategies that can be blended to help you accomplish your long-term financial goals.
- Without strong investment management, a financial plan is nothing other than a dream put on a piece of paper.
- The execution of the financial plan is dependent on strong portfolio management.
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.
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.
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