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Polaris Investment Advisors, LLC

EST. AUM
$178,352,519

CONTACTS
1

CLIENT ACCOUNTS
295

Firm Details

Metro area Boston
CRD Number 324093
Website polarisadv.com
Client types

Overview

The company focuses on treating clients with care, akin to valued customers in a bank's trust department. They provide Investment Management Services under the Fiduciary Standard, avoiding the "Suitability Rule" that permits commissions, which they believe may impact advisor objectivity by favoring sales over client interests. In addition to financial investments, the company encourages clients to seek advice on broader financial topics including taxes, loans, insurance, estate planning, and major purchases. They are committed to researching solutions for clients, ensuring thorough support across all financial needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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