Employees Federal Credit Union (EFCU) Partners with Polaris Portfolios to Provide Digital Wealth Management to Members

Wellesley, MA -- Employees Federal Credit Union (EFCU), a credit union serving the greater Tulsa, Oklahoma community, and Polaris Portfolios, a digital wealth management firm, are excited to announce a partnership to provide professional wealth management to members of EFCU. Through Polaris Portfolios, members of EFCU can open a managed and advised investment account directly from their computer, phone, or any mobile device.

EFCU members who open an investment account will receive:

• A diversified investment portfolio
• Professional investment management
• Access to Polaris Portfolios Financial Advisors
• Tools to track performance, portfolio analytics, and financial goals

 
John Hughes, President / CEO of Employees Federal Credit Union on the partnership: -- “Another important member service added to make our ‘Member Experience’ the best anywhere!”

Evan Kulak, Co-founder of Polaris Portfolios: -- "We are excited to begin delivering affordable and accessible wealth services to Employee FCU’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 Employees Federal Credit Union:
At Employees Federal Credit Union, we strive to make a difference and help our members succeed. We continually strive to be the best at what we do and help those who are often ignored or pushed away by other institutions. Our mission statement “We Help People Succeed” is our duty and our responsibility to our Members. To learn more, visit www.employeesfed.com.
 
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 Employees Federal 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.