Wellesley, MA -- Cherokee Strip Credit Union, a credit union serving the greater Ponca City, Oklahoma community, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to Cherokee Strip members. Through Polaris Portfolios, Cherokee Strip members can open a managed and advised investment account directly from their computer, phone, or any mobile device.
Members who open an investment account will receive:
Evan Kulak, co-founder of Polaris Portfolios, says of the partnership: "We are excited to begin delivering affordable and accessible wealth services to Cherokee Strip's members. We are happy to partner with a forward thinking credit union that focuses on its members and providing them with access to robust digital experiences.”
About Polaris Portfolios:
Polaris Portfolios is a digital wealth management firm that specializes in providing credit unions and community banks with a turnkey digital wealth platform. For more information, please visit www.polarisportfolios.com
Polaris Portfolios, LLC (“Polaris”), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Polaris may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Polaris is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Polaris Portfolios, LLC and Cherokee Strip Credit Union are separately owned and unaffiliated entities. A copy of our current Form ADV, Part 2A brochure discussing our advisory services and fees is available for download at https://www.adviserinfo.sec.gov/IAPD/default.aspx or upon request.