Elizabeth Murray is the Director of Compliance and a Managing Partner at Boston Investor Services (BIS). BIS has served as Polaris’ back-office and middle-office service provider since 1995. In 2004, BIS added compliance to their mandate for Polaris, performing ongoing risk assessment, daily compliance operations/testing and process placement to comply with applicable laws and U.S. and international regulatory filing requirements. With a deep understanding of Polaris’ operations and compliance program, BIS continues to perform these critical functions, while final oversight and decision-making authority related to compliance issues will reside with Chief Compliance Officer Roberto Ramirez.
BIS background: BIS was established in 1993, providing mid- and back-office support for global and domestic investment advisers. Over the last 30 years, the team has administered to over $65 billion in global assets, supporting ten different investment management firms, including Polaris.
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IMPORTANT INFO: RETIREMENT CALCULATOR
The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.
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