Polaris Investment Advisors, LLC
Firm details
- Headquarters
- Framingham, Massachusetts
- CRD number
- 324093
- Registered since
- January 3, 2023
- Website
- polarisadv.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.66%
- Individuals18.58%
- Corporations / Businesses17%
- Pension & Profit Sharing Plans0.99%
- Charitable Organizations0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Polaris Investment Advisors, LLC is an independent, SEC-registered registered investment adviser that styles itself as a capital allocator for individual and family clients. The firm is organized as an LLC and registered with the SEC in 2023. Its fee arrangements combine a percentage of assets under management with hourly charges. Service capabilities include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and manager selection services. Polaris does not describe itself as an active ESG investor and is structured under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
2 of 2
Michael Gore
PartnerCRD 3181476
Robert Whitney
Investment Advisor RepresentativeCRD 4296689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$157M in ETFs
73%
$115M
17%
$42.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $24M | 32,049 | 15.25% |
Location
Framingham, MA
Middlesex
Location
Framingham, MA
Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 615 Concord St
- Time zone
- ET (UTC-5)
- Office locations
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