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, privately owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm bills on a percentage-of-assets basis and also offers hourly engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for larger business or institutional clients, pension consulting-type work, and the selection of third‑party advisers. Polaris describes itself as a capital allocator, directing client capital into external managers when appropriate. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2MICHAEL 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 63Active vs passive
$139M in ETFs
77%
$108M
16%
$31.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.1M | 23,093 | 10.83% |
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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