POLARIS WEALTH Overview

Polaris Wealth Advisers Llc is an investment advisor that manages 518.6 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/13 to 09/30/16. The fund's latest filing disclosed 837MM in positions, representing 161% of the manager's regulatory AUM.

POLARIS WEALTH StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

POLARIS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BNDX 4.2% ETF -3% -0.19% 1 1%
AGG 4.12% ETF -3.54% -0.2% 0 3%
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POLARIS WEALTH Founders and Key Employees

Name Title In Position Since
Jeffrey J. Powell Managing Partner June-2011
Angela Crescenzo Chief Compliance Officer August-2012

POLARIS WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

POLARIS WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies

Polaris employs a top-down, quantitatively-driven investment selection process that focuses on the following methods to evaluate the overall financial market, market sectors and various types of securities:

Technical Analysis. This can be used to identify nonrandom price patterns and trends in financial markets. We will use moving averages, support and resistance lines, stochastic statistics, relative strength, and other factors to better understand the momentum (positive or negative) of a particular market, segment of a market (sector or industry), or of a specific stock.

Macro-Economic Analysis. This can be used to understand how the overall economy affects the capital markets. We will assess whether the economy is in a period of growth or recession; how the economy is affecting consumer behavior; and indicators that the economy ...
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POLARIS WEALTH Portfolio Concentration

POLARIS WEALTH Location

824 E STREET
SAN RAFAEL, California
UNITED STATES, 94901

POLARIS WEALTH Contact Information

Phone Number: 415-263-5600
Fax Number: 415-263-8909
Website:

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