Polaris Asset Management LLC

Overview

Polaris Asset Management LLC is an independent, individual-owned registered investment adviser that focuses on providing financial planning and portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and manages client relationships on a discretionary basis. Investment activity shows a strong bias toward publicly traded equities and exchange-traded products, with limited use of ESG screening. Services target private clients rather than institutional pension consulting or multi-state advisory platforms. Advisory work centers on portfolio construction and ongoing management tied to comprehensive planning. Given the client base and account sizing, the firm appears to run concentrated, equity-focused portfolios for high-net-worth individuals and family units, supplementing core equity exposure with insurance-based products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices