Polar Investment Counsel Inc.       

Member: FINRA, NFA, MSRB, SIPC

Independent Securities & Futures Brokers

Home Office: Thief River Falls MN

Annual Compliance Packages have been sent * Please complete all elements by April 1 2019 * U4 Review - Compliance Certificationn - Compliance Meeting - OBA Review - NFA Attestation

 

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PolarInvest1.com


PRODUCTS


 

The firm is very diversified in its product mix and has many brokers who specialize in just one area or another.  We are registered as a broker-dealer with FINRA and an introducing broker with the NFA.  Both relationships give our brokers access to more investing opportunities. 

 

SECURITIES:  We are able to offer securities; stocks, bonds, muni's, retirement accounts, etc. through our clearing relationship with Hilltop Securities, Inc.    1201 W Elm St   Dallas TX  75270    214-859-1800,

 

MUTUAL FUNDS:  In addtion to that relationship, the firm has many selling agreements with various mutual fund companies such as:  American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, Oppenheimer, Putnam Funds, Vanguard and more.  You can place them with our clearing firm or hold them directly at the mutual fund company. 

 

ANNUITIES:  The firm has limited annuity relationships due to the nature of the product and the limited insurance business we do.  Some of those relationships are with; Allianz, Jackson National, Lincoln National, MainStay, Mass Mutual, NYL, and Prudential.

 

COMMODITIES:  Futures investing offers your clients an opportunity to offset the other sectors of the  market with straight commodity trading accounts or through the use of managed futures accounts and CTA's.  We have relationships with many managers through our relationship with Foremost Trading, LLC., an introducing broker-dealer with the NFA.

 

ALTERNATIVES: PICI believes that in most every real investment portfolio there is a situation (or a portion of that portfolio) which is appropriate for the introduction of one or more alternative investments. Whether it is a professional money manager, rare coins, oil & gas program or managed futures product, diversity is the key.


It is undisputed in this industry that brokers whose clientele consists mostly of managed money relationships or alternative investments have substantially more time to develop additional relationships or perhaps even more free time. The firm finds that our most successful brokers are those whose business is comprised of managed money or alternative investments.


Below are some of the alternative investments that the firm has associations with. We do not believe that there is a single broker in the firm that would not benefit by a relationship with one or more of these relationships.

ANOTHER INVESTMENT PROFESSIONAL MAY CAPTURE THIS BUSINESS BEFORE YOU DO!!!


Lightstone Value Plus REIT II

Carter Validus REIT

Cole (CIM) REIT

Foremost Trading - Futures

RCNH - Rare Coins of New Hampshire

Equinox LL / Frontier Funds - Partnership

Millburn Ridgefield - Partnership

 

    CALL THE HOME OFFICE IF YOU WANT TO LEARN MORE OR GET MORE INFORMATION

 

 

 

 

 

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Polar Investment Counsel Inc.

19547 210th Ave NE   Thief River Falls MN  56701  

218-681-7344 ~ 218-681-1329 {fax}

     Mike  Jordan - President, CEO          Sherry Abbott - Exec VP, CCO, CFO

mjordan@polarinvest1.com                sabbott@polarinvest1.com