Polar Investment Counsel, Inc. is a large advisory firm based in Thief River Falls. It manages $91.58 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arkansas, Colorado, Illinois, Minnesota, and Wisconsin.
Polar Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as futures introducing broker.
The assets under management (AUM) of Polar Investment Counsel, Inc. is $91.58 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Polar Investment Counsel, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Polar Investment Counsel, Inc. performs its advisory services is located at 19547 210 Th Ave Ne, Thief River Falls, MN 56701, which is also the mailing address of the firm. An additional office of the firm is in Burlington, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 218-681-7344 or by fax 218-681-1329. The normal business hours are 9am-3pm on Monday - Friday. You can find more information about the New York firm at www.polarinvest1.com.