Polaris Financial products and services are offered and managed independently by Polaris Financial, LLC. Polaris Financial and Park National Bank are not affiliated. If you choose to obtain products and services through Polaris Financial, your relationship for those products and services will be with Polaris Financial, LLC, rather than Park National Bank. For additional information, see the Polaris Investments website, account documents and disclosures.
Polaris Investments
Take control of your financial future
Polaris Investments is a third-party advisory service that provides an opportunity to invest on your own terms, regardless of your total savings. If you have investable assets less than $90,000, this service may be the right fit for you.
With 24/7 access to an online investor portal, you can easily track and manage your financial goals and investments. You also have access to fiduciary-driven investment advice from a dedicated Polaris financial advisor who can help you prepare, prioritize and plan for what means the most to you. There is no minimum to get started and you may schedule a complimentary consultation with a Polaris financial advisor at your convenience. It’s an easy and affordable way to begin your financial journey.
Get started
If you are a new or aspiring investor looking to start your financial planning journey, Polaris Investments can help you establish a clear path to reach your financial goals. Click the Talk with an Advisor button above to determine if Polaris Investments is the right fit for you.
Polaris Investments Services
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Investments
Your Polaris Investments advisor will collaborate with you to determine the appropriate investment strategy, centered on your unique objectives, risk tolerance, and values. Diversified portfolios are constructed to seek to achieve your short- and long-term financial goals. Your account is fully managed by the Polaris Investments team and monitored for changes or updates as needed. You may meet with your Polaris advisor for portfolio reviews to best understand your account. |
Your managed portfolios will be created using a combination of:
Available account types include:
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Financial Planning
Your Polaris Investments advisor will help you define your goals, review your options, and offer solutions to develop and implement your personalized financial strategy. |
There are many ways to start the conversation with a Polaris Investments advisor. Investing is one of many topics available to you.Other areas you may consider:
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Online Investor Portal
As a Polaris Investments client, you get 24/7 access to an online investor portal to easily track and manage your financial goals and investments. |
It’s easy to access and use your account.
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Investment products and services are offered independently through Polaris Financial LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Financial LLC and Park National Bank are not affiliated. If a customer chooses to obtain products and services through Polaris Investments, the customer’s relationship for those products and services is with Polaris Financial, LLC, rather than Park National Bank. Products and services made available through Polaris Financial are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank service organization. Products and services offered through Polaris Financial are not FDIC insured. These products are subject to investment risk, including the possible loss of principal amount invested.
When You're Ready
For more than a century, Park National Bank has offered a wide range of services, from building long-term investment strategies, to carefully planning for your retirement years. As your assets grow and you find yourself ready for full-scale investment support, we hope you’ll consider Park’s Trust and Investments team to help you achieve your financial goals.