Polaris Wealth Advisory Group runs five all equity strategies.
Polaris Wealth Advisory Group runs five all equity strategies.
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Concentrated
Value
Objective
Polaris Wealth’s Concentrated Value strategy seeks to provide investors with strong current income and long-term capital appreciation by investing in the 10 highest yielding stocks in the Focused Value strategy, with each position typically given an equal 10% allocation.
This strategy invests exclusively in Large-Cap Value, dividend-paying stocks. The baseline allocation for this strategy is 100% stocks. This strategy is not meant to be a stand-alone investment but rather blended into an overall asset allocation to balance out the risk associated with investing in only 10 stocks.
Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.
For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.
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Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.