Meridian Trust Federal Credit Union partners with Polaris Portfolios to offer wealth management services to its 30,000 members

​Cheyenne, WY — Meridian Trust Federal Credit Union (Meridian Trust) has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Meridian Trust members may choose either a self-guided experience or engage directly with their Polaris advisor at their convenience. Meridian Trust will be able to provide each member with a dedicated advisor for investment portfolios and financial planning services - all through a robust digital experience.
 
Meridian Trust members who work with Polaris’ advisory team will have access to a variety of services, including:

• A dedicated financial advisor
• Professionally-managed, goal-oriented diversified portfolios 
• Digital client portal with financial planning & portfolio analytic tools
• 401(k) review and advice
• No minimum balance and one affordable fee
• Retirement and HSA plans for business clients

 
“Our partnership with Polaris Portfolios is going to provide our 30,000 members with a world-class digital wealth advisor experience with the personal touch of a dedicated financial advisor. Meridian Trust’s strategy is to continue to improve our digital and technology offerings to our members and this is another great step in that direction,” said Bryan Thomas, Executive Vice President of Meridian Trust.
 
Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership:
“We are thrilled to partner with the team at Meridian Trust to help their members plan and invest for their future. Meridian Trust is a member-focused credit union and we are pleased to have the opportunity to provide investment advice to members of all backgrounds.”

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