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Polaris Investments Services

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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:


  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Stocks
  • Bonds

Available account types include:


  • Retirement
  • Individual
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:


  • Starting a safety net
  • Retirement planning: 401(k), IRAs
  • Cash management
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.


  • Advisor insights and recommendations
  • Scenario planning
  • Interactive goal setting
  • Financial planning tools
  • Investment/portfolio details
  • Account actions