A complete list of active advisors currently associated with Polaris Financial Partners, LLC
Warmer can help you find a great advisor at Polaris Financial Partners, LLC or one who fits your needs even better.
Polaris Financial Partners is a small, supported investment adviser managing about $226 million for roughly 143 clients through a three-advisor team. The firm provides financial planning and portfolio management for individuals and high-net-worth clients, generally recommending equities along with mutual funds, ETFs and fixed income. Portfolios are tailored through client interviews and model allocations, with the firm reviewing metrics such as alpha, beta, standard deviation and peer rankings as part of its process. Investment analysis draws on a mix of approaches — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and the firm generally pursues a long-term trading orientation. Notable for its structure, Polaris acts as portfolio manager and sponsor for a wrap fee program, meaning it may bundle investment management and transaction services into a single fee and, in wrap accounts, has limited custody for fee deduction and related reporting. The firm’s Form ADV also discloses an affiliation with a law firm, a relationship that is uncommon among peers and may affect how it coordinates planning and related services for clients.
To learn more about the advisors currently working at Polaris Financial Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Westerville, OH
| 42
| |
Westerville, OH
| 1
|
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