OUR FIRM

Polaris Advisors LLC is a Registered Investment Advisor, licensed and regulated by the Federal Securities and Exchange Commission.  We are domiciled in Massachusetts, and located in Framingham, with meeting facilities in Braintree.

In order to provide a complete suite of Financial Advisory Services to our clients, Polaris maintains affiliations with a number of entities.  Fidelity Investments acts as our custodian, holding, reporting and protecting our clients’ assets while giving us access to the financial markets.  Ameritax Professionals acts as our tax department. We also maintain relationships with a number of insurance agencies and law firms to help our clients with insurance and estate planning issues.

In order to remain impartial and unbiased, Polaris does not “sell” insurance, nor get, or pay referral fees, to or from, any of our affiliated service providers.  Fidelity Investments grants access to their institutional brokerage platform which includes helpful tools and market data, but does not provide compensation.  Clients are free to utilize a different custodian if they wish.

Biographies

Fredric E. Weldon

Fredric E. Weldon (Ric) is the managing director and founder of Polaris Advisors. He works directly with clients on their Financial Planning, Investments and Taxes.  He also serves as Compliance Officer for the firm.

Ric has been in the Investment Management Business since 1993. Prior to that, he spent 14 years as a Commercial Loan Officer for a number of major Boston banks.

Ric became a Financial Planner in 1996, working with clients of a local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession.

In 2003, Ric formed Polaris Advisors as a Registered Investment Advisor to better serve clients as a Fiduciary and without conflicts of interest integral to many advisory firms’ business models. Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle.

Trang Le

Trang Le is Polaris Advisor’s Client Service Manager. Trang began her financial career as a Trust Specialist at Mellon Financial/Boston Safe & Deposit in Boston in 1997. After five years she left the company as an officer of the bank. She went on to work for Northeastern University Bursar’s Office as a liaison for financial aid officers while pursuing her paralegal certificate in 2003.  She earned a Masters in Counseling and Applied Educational Psychology in 2005.

Trang joined Polaris Advisors in 2010, and qualified for her Series 99 operational support license in 2013.

Gregory Clinton, CFA - President

Gregory Clinton (Greg) started his investment career in 1993 at Fidelity Investments as a Financial Analyst. Greg is responsible for the strategic and tactical investment asset allocation policies for Polaris Advisors DBA Kraematon Investment Advisors. He serves as the portfolio manager for institutional and individual clients.

Greg is an active member of the Boston Security Analysts Society. He has also served on numerous steering committees to help reshape technology for registered investment advisors. Greg earned a Bachelor of Science degree in Finance from Bentley University, a Master of Science degree in Financial Management from Fairfield University, a Master of Personal Financial Planner Certificate from Bentley University, and holds the Chartered Financial Analyst (CFA) designation.

Greg has a passionate interest in organizing fund raising events to benefit Boston Children’s Hospital. Greg is the proud father of two daughters; Alexia and Briella.

Patricia Simski

Patricia Simski (Tricia) joined Polaris Advisors, LLC dba Kraematon Investment Advisors as the Director of Operations in January 2019. She began her career at Mellon Financial/Boston Safe Deposit & Trust Company in 1985. After ten years, Tricia went on to work at Fidelity Investments where she spent 22 years, most recently as a Business Management Program Director. She earned a Bachelor of Arts degree from Emmanuel College. She resides in Sagamore Beach, MA with her husband and two dogs.