Polaris Investment Partners provides customized investment management and alternative asset strategies for wealthy families, high-net-worth individuals, and private funds. The firm utilizes a mix of traditional equity strategies, exchange-traded funds, and alternative investments such as hedge funds and managed futures accounts. Polaris focuses on building diversified portfolios designed to meet long-term financial goals, often incorporating alternative assets to complement traditional stock and bond investments. The firm also manages several private funds tailored for qualified purchasers and accredited investors, offering specialized exposure to technology, small-cap value, and strategic asset allocation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees will not exceed 1.00% per annum with a minimum annual fee of $1,000 per household. All fees and account minimums are negotiable.