 September 11, 2018
Wellesley, MA -- Lutheran Federal Credit Union (LutheranFCU), a credit union serving the greater Lutheran Church-Missouri Synod community, and Polaris Portfolios, a digital wealth management firm, are excited to introduce Polaris Digital Advisor to members of LutheranFCU. With Polaris Digital Advisor, members of LutheranFCU can open an advised investment account directly from their computer, phone, or any mobile device. Members who open an account receive:
Rev. Ken Krueger, CEO of LutheranFCU: “As a nationwide credit union, we are committed to providing access to services that meet the financial needs of our members. Providing a link to the Polaris Digital Advisor enables our members to utilize wealth management services that they otherwise may not be able to obtain.” Evan Kulak, Co-founder of Polaris Portfolios: “We are excited to begin working with LutheranFCU’s members. We are pleased to work with a forward thinking credit union that understands its members are expecting better technology and access to wealth services. Ken and his team were beyond helpful in the rollout of Polaris Digital Advisor ” LutheranFCU is one of the first credit unions in the country to provide direct access to digital wealth services to its member base. About Lutheran Federal Credit Union: Lutheran Federal Credit Union is an exceptional provider of financial solutions and products to members of LCMS congregations and affiliated ministries. They capitalize on the common bond of the LCMS to provide greater awareness of individual and organizational financial management from a Christian perspective. They do this by exemplifying Biblical principles; employing talented, accessible, member-focused staff; and utilizing technology and services that result in a superior customer experience. To learn more, visit lutheranfcu.org. About Polaris Portfolios: Polaris Portfolios is an employee owned digital wealth and asset management firm. For individual investors, Polaris provides investment management services delivered through a digital experience. For institutions, Polaris provides a turnkey wealth management platform, ERISA 3(38) services, and an outsourced CIO platform. For more information, please visit 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 Lutheran 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. Comments are closed.
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Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
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