Polaris Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Polaris Asset Management provides discretionary portfolio management and individualized financial planning to a mix of individuals, families, retirement accounts, trusts, estates, foundations, charitable organizations, and business entities. The firm manages about $51 million across roughly 47 clients and generally requires an aggregate account minimum of $500,000, with occasional waivers.
The firm favors long-term purchases to capture tax advantages and relies primarily on fundamental analysis of individual companies, while reserving the ability to use margin or short-term trades when judged appropriate. Portfolios are managed on an account-by-account basis with client-imposed restrictions accepted, and investment research sources include proprietary filings, subscription services (e.g., Morningstar, ValueLine), and outside broker-dealer research.
Compared with many single-advisor firms, Polaris has a relatively high asset-per-client profile and a detailed continuity and succession plan reflecting a long operating history and the principal’s lengthy investing and teaching background. Operationally, the adviser does not aggregate trades across accounts, does not accept commissions or soft-dollar benefits, does not vote client proxies, and leaves custody and choice of broker/custodian to the client.
Client services
Expertise
Fee options
0.75% per annum, paid quarterly in arrears
Account minimum: $500,000
Main office
Seattle WA
Advisors at this office
1
Most active in
Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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