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Cryptocurrency Program

Offer managed cryptocurrency investments
to your members
Contact Us

A turnkey cryptocurrency
platform for members

The CUWG Cryptocurrency Program provides your members with access to professionally managed cryptocurrency portfolios coupled with advice from financial advisors.

Our team handles all components of the program including: technology, advisory services, investment management, compliance, and program management. The program may be an extension of our wealth management program or used as a complement to your existing wealth business. The program is free to your credit union and generates recurring non-interest fee income.
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Designing Your Program

There is increasing demand among credit union members for access to cryptocurrency investments. Our program enables your credit union to provide members with this access while tailoring the details of the program to your strategic goals.
Learn about Program Management

Program Features

The Cryptocurrency Program encompasses all that is required to provide your credit union with a modern cryptocurrency solution for members.
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Advisor Managed Crypto Accounts

Members are paired with a dedicated financial advisor to responsibly incorporate cryptocurrencies as part of a diversified portfolio.

Our advisory team meets with members to understand their financial situation and goals, then can recommend a professionally curated crypto portfolio. This may be included as a component of the members’ larger financial plan.
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Digital Portal

Members have access to their own digital portal which allows for seamless account opening & funding, visibility into cryptocoins, performance, and statements.

No paper process is required. Members may also transfer and view their held away crypto assets. There is no minimum investment required.​

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Diversified Crypto Portfolios

Members can invest in a curated selection of professionally managed cryptocurrency portfolios.

Investment options include a broad range of crypto assets including: Bitcoin; Ether; layer-1 networks; layer-2 protocols; Oracle networks; crypto indexing services; decentralized finance; metaverse; leading cryptocurrencies within Web3 sectors, industries, and themes.
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Custody & Security

Member assets are custodied at Gemini Trust Company (Gemini).

Gemini is a licensed New York Trust company that undergoes regular bank exams and is subject to the cybersecurity audits conducted by the New York Department of Financial Services. Gemini is SOC 1 Type 2 and SOC 2 Type 2 compliant.

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         Program Benefits

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Realize additional recurring non-interest revenue

Offer crypto investing to members

Protect against capital flight

Compete with FinTech companies

Provide cryptocurrency services to member base

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Crypto Disclosures

Investments in securities and digital assets are: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
Investing in digital assets is highly speculative and volatile, and only suitable for investors who are able to bear the risk of potential loss and experience sharp drawdowns. Investing in digital assets should only be part of a diversified portfolio. The above material and content should not be considered to be a recommendation. Digital assets are not legal tender and are not backed by the U.S. government. Digital assets are not subject to SIPC protections. 
Please click here to read the full disclosures regarding investments in digital assets.
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Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement.

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Polaris Financial, LLC
​Polaris Financial
Banc Wealth Group
​Polaris Portfolios
Legal
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Terms of Use
Privacy Policy
Form ADV Part 1
Form ADV Part 2
Form CRS
Contact
(888) 212-9940
​
​support@cuwgroup.com
Investment services provided by Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, 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. 
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 Financial, 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.
  • Home
  • Wealth Programs
    • Wealth Management Program
    • Digital Wealth Program
    • SEG+ Program
    • Cryptocurrency Program
    • Member Directed Investments
    • Program Management
  • Why CU Wealth
  • Contact
  • News