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Institutional Services

With a long, strong finance and accounting background, Polaris Advisors is comfortable reporting to committees and auditors.  We utilize robust and timely Portfolio Accounting Systems to create the performance, transaction, asset allocation and other reports you might require.  We are comfortable presenting and educating your board about what we are doing and why.

Through our custodian; Fidelity Investments, we provide cash management services, bonding, custody, DTC, EFT and wire transfer services, FOREX transactions, access to global trading floors, tax reporting, and an extensive inventory of fixed income securities.  Similar arrangements are available at other custodians, if required.

If you have any special requirements, call us to discuss them.  We are not averse to tailoring your services to meet your needs.


© 2017 Polaris Advisors, LLC | 550 Cochituate Road, East Wing, 4th Floor, Suite 25, Framingham, MA 01701 | All rights reserved
P: 508-481-2299 | F: 508-655-4066 |
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