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 06/30/17. The fund's latest filing disclosed 879MM in positions, representing 169% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/13 to 06/30/17. The fund's latest filing disclosed 879MM in positions, representing 169% of the manager's regulatory AUM.
POLARIS WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
POLARIS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TOTL | 3.97% | ETF | 0.76% | 0% | 2 | 1% | ||
| BNDX | 3.78% | ETF | 0.69% | 0% | 1 | 1% | ||
|
Get the Full Report |
||||||||
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 ...
Get the Full Report
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 ...
Get the Full Report
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
