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.” ​

Evan Kulak, Principal and Wealth Advisor at Polaris Portfolios, on the partnership:
“Dow has been providing its members with affordable and sustainable banking and financing options since 1938. We are honored to be able to provide financial advice and investment management services to Dows members. Our advisors are very much looking forward to serving Dow’s members.”

About Dow Federal Credit Union: 
We have the distinct honor of serving our community since 1938. Our communities saw that we were able to provide access to affordable and sustainable financing options. We have lived up to our goal of empowering and growing our community by helping our members achieve financial prosperity. Our community has grown and now encompasses Contra Costa, Alameda, and Solano counties. Learn more at www.dowcu.org

About Polaris Portfolios:
Polaris Portfolios is a nationwide Registered Investment Advisor that specializes in providing credit unions and community banks with turn-key, fee-only wealth management programs. To learn more please visit www.polarisportfolios.com.

​Investment products and services are offered independently through Polaris Portfolios, LLC. Investment accounts are custodied at Interactive Brokers Group, LLC, member of FINRA/SIPC. Polaris Portfolios and Dow Great Western Credit Union are not affiliated. Products and services made available through Polaris Portfolios are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union service organization. Products and services offered through Polaris Portfolios are not NCUA insured. These products are subject to investment risk, including the possible loss of principal amount invested.