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 03/31/20. The fund's latest filing disclosed 920MM in positions, representing 177% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 03/31/20. The fund's latest filing disclosed 920MM in positions, representing 177% of the manager's regulatory AUM.
POLARIS WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
POLARIS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEF | 5.13% | ETF | -1.09% | -0.42% | 0 | 4% | ||
| IEI | 4.86% | ETF | -0.28% | -0.36% | 0 | 3% | ||
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FEATURED IN
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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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
SAN RAFAEL, California
UNITED STATES, 94901
POLARIS WEALTH Contact Information
Phone Number: 415-263-5600
Fax Number: 415-263-8909
Website: https://www.polariswealth.net
Fax Number: 415-263-8909
Website: https://www.polariswealth.net
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