A complete list of active advisors currently associated with Polaris Asset Management LLC

Warmer can help you find a great advisor at Polaris Asset Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Polaris Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.