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Privacy Policy 
Effective Date: April 27, 2016

Our Commitment to You
​
Polaris Portfolios, LLC (“Polaris” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”).
 
Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Polaris (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.
 
Polaris does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.
 
Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.


Why you need to know?
Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information.​

What information do we collect from you?

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What Information do we collect from other sources?

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How do we protect your information?​​
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To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures.  These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data.  Our associates are trained on their responsibilities to protect Client’s personal information.
 
We require third parties that assist in providing our services to you to protect the personal information they receive from us. 
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How do we share your information?
An RIA shares Client personal information to effectively implement its services.  In the section below, we list some reasons we may share your personal information.
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State Specific Regulations

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Changes to our Privacy Policy
We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us.
 
Periodically we may revise this Policy, and will provide you with a revised policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing.
 
Any Questions?
You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us via our website http://partnerpf.com.
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Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
  • Home
  • Banks
    • Wealth Management Program
    • Small Account Program
    • Program Management
  • Credit Unions
    • Wealth Management Program
    • Small Account Program
    • Program Management
  • Wealth Technology Consulting
  • Workplace
    • Retirement Solutions
    • Health Savings Accounts (HSA)
  • News