Dow Credit Union partners with Polaris Portfolios to offer wealth management services

Antioch, CA — Dow Credit Union has partnered with Polaris Portfolios (Polaris) to offer financial planning and investment management services to all of its members. Dow Credit Union members may choose a self-guided experience, or engage directly with their Polaris advisor at their convenience. No matter what experience chosen, each member receives a personal advisor who provides investment portfolios and financial planning services -- all through a robust digital experience. Members enjoy accessible advice, service, and support while creating a strong financial plan for themselves and their loved ones.

Dow Credit Union members who work with Polaris’ dedicated advisor team receive access to a variety of services.

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

 
Paul Kramer, CEO at Dow Credit Union, on the partnership:
“Our goal is to serve all of our members well, including those of modest means. This partnership will help empower our members to achieve their financial goals. We are excited to partner with Polaris Portfolios and to share their expert advice and strategies with our communities.” ​

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