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

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

Polaris Capital Management LLC is an independent, single‑advisor investment advisory firm that manages roughly $10 million for a small number of individual and high‑net‑worth clients. The firm provides tailored investment management along with ongoing and project‑based financial planning, retirement account advice, and implementation for held‑away assets such as 401(k)s, 529s, and variable annuities. Portfolios and plans are developed through client conversations to establish goals and risk tolerance and typically employ a mix of fundamental and technical analysis; the firm notes a focus that can include small‑ and mid‑cap opportunities and strategies that may involve higher turnover or use of derivatives where appropriate. Clients receive continuous advice, periodic reviews, and discretion for trading and rebalancing consistent with their stated objectives, withwritten or electronic financial plans provided for planning engagements. Notably for a small, solo practice, the firm offers performance‑based fee arrangements to qualified clients and manages a related private investment partnership that targets small, illiquid, under‑owned publicly traded companies and equity interests in funds; the adviser holds a majority ownership stake (55%) in that private fund and discloses the attendant conflicts when making recommendations. The firm also disclaims proxy voting (clients retain voting responsibility) and describes policies intended to address side‑by‑side management and allocation conflicts.

To learn more about the advisors currently working at Polaris Capital 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.