$217.1M Total AUM
$214.9M Disc. AUM
-- 3Y CAGR
4 Employees
147 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AlphaValue value
- Established Date
- 01-03-2023
- Office Locations
- 2
Office Locations
615 Concord Street Suite 5 Framingham MA
-- Framingham MA
About Polaris Investment Advisors, LLC
Polaris Investment Advisors, LLC is a Massachusetts RIA providing integrated financial planning and investment management, including tax planning, goal-based planning, and retirement income planning. The team focuses on retirees and those nearing retirement, helping with income replacement, asset preservation, healthcare-cost planning, and estate planning. Portfolios are ETF-centric (per filings) and the firm clears through Fidelity/NFS.
Team overview
-- AVG AGE
$108.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Element timber Pathway harbor
Client Personas
Oak atlas Peak Ember radial
Custodian
Fusion harbor Insight Bridge frontier Pathway ridge
Investment Themes
Delta Horizon
Investment Vehicles
Radial
Platform
Oak
Services
Pathway Signal glacier Peak eagle Ridge Pioneer Wave insight Delta Element summit Oak
Technology
Radial summit Foundation
Owner & Executives
M
MICHAEL PATRICK GORE
Chief Compliance Officer, Managing Member
- CRD
- #3181476
- Ownership
- 75% or more
(339) 211-6868
insight.summit@deltacapital.com
in linkedin.com/in/alpha-optima
Showing 1 of 1 owners & executives
Unlock allContacts
R
ROBERT EARLE WHITNEY
--
- CRD
- #4296689
(236) 807-2720
element.north@optimacapital.com
in linkedin.com/in/bridge-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,908,445 | $730,981 |
| Non-Discretionary | $2,142,932 | $2,142,932 |
| Total | $217,051,377 | $735,767 |
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Separately Managed Accounts
Total SMA Asset: $217,051,377
Equity - Exchange:
16.7% Public Funds:
36.7% Cash:
38.1% Municipal Bonds:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $565,031,690 | 16.7% |
| Public Funds | $1,241,716,348 | 36.7% |
| Cash | $1,289,084,274 | 38.1% |
| Municipal Bonds | $287,590,979 | 8.5% |
| Total | $3,383,423,291 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON ATLAS SIGNAL | NORTH UNISON | AVA414SUK | JFCPZ | 7.35% | $47,214,004 |
| SUMMIT VECTOR | PRIME ZENITH | OB6E71Z1D | ROQKG | 9.63% | $31,300,612 |
| DELTA DELTA | HARBOR ALPHA | JT67NYGEZ | HUUF | 10.27% | $36,001,692 |
| PEAK VECTOR EAGLE | ALPHA QUANTUM | GNFVMTU10 | VCVJ | 4.03% | $7,129,612 |
| VERTEX RADIAL UNISON | PEAK DELTA | 1JZVJVC65 | KDD | 1.38% | $48,506,650 |
| HORIZON SUMMIT FOUNDATION | EAGLE INSIGHT | HPS4PRM94 | WAXU | 6.04% | $101,320,703 |
| ELEMENT VERTEX | OAK RIDGE | WSMLJ25QR | QAAL | 3.69% | $97,903,470 |
| ATLAS INSIGHT | PATHWAY PEAK | JJSM9NRXP | IVMK | 12.43% | $114,514,449 |