Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

OUR SERVICES

Investment
Management

Our approach to investment management is designed for long-term growth, stability and risk management. We know you have distinct needs and goals, as well as a specific time horizon, so we align our solutions to you and your situation.

Our Philosophy

Principled investing

Our investment philosophy is built on four canonical principles that serve our clients well and can help them prosper through every market cycle—the good, the bad and the ugly. These principles are simple, powerful and enduring.

Maximize risk-adjusted returnsafter fees and taxes.

Make investment decisions by leveraging academic rigor and institutional-quality research.

Drive expected returns and mitigate volatility through asset allocation and diversification.

Focus on long-term growth and capitalize on short-term opportunities.

Tax-efficient investing

Minimizing the amount of taxes you pay can significantly impact your long-term returns. That’s why we utilize both asset location and tax-advantaged investments when we build your investment plan.

Tailored portfolios

No two clients are the same. Risk appetite, timeline, investment experience and tax situation—your investment needs may not fit into a neat box, and we don’t believe they should have to. We can also build completely customized portfolios to suit your specific needs.

Tactical

We can tactically shift your portfolio allocation to take advantage of market movements and broader trends when we pinpoint short-term opportunities.

Active portfolio management

We use a combination of active and passive investment vehicles in pursuit of the best after-tax, after-fee returns for you and your needs. Our portfolios are designed to capture long-term growth trends while identifying short-term opportunities to help reach your goals.

Alternatives

Alternative investments can be a powerful way to diversify your portfolio beyond traditional equity and bond investments. Alternatives can help lower volatility and produce higher, non-correlated returns, but they’re not right for everyone. If we feel that alternative investments are a viable tool to help you reach your goals, we can draw from a wide range of investment opportunities, including:

 

  • Private equity
  • Private credit
  • Real estate
  • Hedge funds

 

Our alternative investments team deploys a rigorous research process to identify alternative investments aligned with your risk/return profile and investment horizon. Then we meticulously vet all potential alternative investments before we recommend them to you.

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Alternative investments are intended for qualified investors only. Alternative investments are speculative and involve a high degree of risk and can result in higher return potential, but also higher loss potential and an investor could lose all or a substantial amount of her or his investment. Alternative investments may have high fees and expenses that reduce returns and are generally subject to less regulation than securities traded in public markets. Always consult a financial professional before taking specific action.

 

Direct indexing may adversely impact account performance. There is no guarantee that Direct indexing will produce the desired tax result.

 

Returns on a portfolio consisting primarily of environmental, social and governance (“ESG”) securities may be lower or higher than a portfolio that is more diversified or where a decision is based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Other Services

Depending on your situation, we can also support you with additional strategies or services as an integral part of your portfolio, including:

WHO WE SERVE

DOCTORS

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LAWYERS

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SMALL BUSINESS OWNERS

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Ready to experience the human side of wealth?

Let’s begin.

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