It's about ethics
 
We formed Polaris Advisors in 2003, having spent decade managing client money using commission based products.  While many of these securities worked fine for our clients, we became increasingly uncomfortable with the structural Conflicts of Interest built into the receipt of Commissions.
 
In forming Polaris, we renounced Commissions in favor of Fees, and now operate as a FEE ONLY Investment Advisor.  It is this fundamental change that allows us to adhere to these 10 Guiding Ethical Principals as they pertain to Your Money.
 
The 10 Guiding Principals
of
Polaris Advisors
  1. We will manage your investments as we manage our own.
  2. We will remain significant investors along with you in the same securities.
  3. We will invest for the long term, always striving to maximize returns, but favoring the reduction of risk as our primary responsibility.
  4. We will not take on the accounts of speculators or short term traders that could jeopardize our focus on conservative investment principals.
  5. We will choose our investments based solely on their merits and appropriateness, and never take a dollar of value from any of them that could sway our decisions.
  6. We will fully disclose and explain all fees and expenses.
  7. We will insure consistent and fair application of our management decisions across all client accounts, both big and small.
  8. We will always consider your tax and personal situation before implementing our investment decisions.
  9. We will close Polaris Advisors to new clients when additional new relationships would become a burden to existing clients.
  10. We will communicate with you at all times as candidly as possible.

                         

                
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