Investments
Members can invest in stocks, bonds, ETFs, & mutual funds with guidance from their financial advisor.

Managed portfolios tailored to the goals & values of each member.

There are a lot of considerations when it comes to a member's investment strategy. What goals do members want to achieve with their funds?.. How much risk are they willing to take?.. What does their time horizon look like?..

Our financial advisors and internal investment committee can help design a managed portfolio and investment strategy that incorporates the members' preferences and values. We offer a variety of retirement, non-retirement, minor, and business account types. 

Investment Products

Our investment team screens the universe of investible securities to determine an approved fund list.
Stocks
All listed U.S. stocks
ETFs
All listed ETFs
Commodity Funds
Precious metals, diversified commodities
Bonds
U.S. government & agency bonds, municipals, corporate
Mutual Funds
No transaction fee funds
Bitcoin Funds
Physical Bitcoin

Investment Advisory Services
Managed investment accounts for your members. 

Investment Policy Statement​

Provides an outline of the member's goal(s) and recommended portfolio's objectives and asset allocation.

Portfolio Management

Portfolios are constructed and managed by our investment team and professional money managers. 

Ongoing Monitoring

Automated rebalancing, target asset allocation, dividend reinvestment. Advisors are available for members to get their questions answered and make any adjustments necessary. 

Market Insights

Members receive understandable monthly market outlooks & insights. Member can receive newsletters, webinars, and educational information.

Our Portfolios
We offer a wide range of investment management solutions to members across objectives, risk tolerances, and preferences. With a $0 account minimum, you can offer investment management to your entire member base.
Money Market Funds: A range of Treasury, Government, Municipal, and Prime low minimum funds.
​Fixed Income: A suite of cash management, bond ladders across Treasuries, TIPS, Municipals, Corporates, and actively managed sector diversified taxable & tax aware strategies. 
Structured Products: Outcome oriented strategies that utilize buffered ETFs to offer downside protection across asset classes.
Multi-Asset Income: Yield oriented strategies diversified across a range of income producing assets.
Core: Globally diversified portfolios across a spectrum of risk tolerances designed for long-term investment goals. 
Thematic: Provides the option to tilt strategies into a specific motif including Biblically Responsible Investing, Bitcoin, Green Future, Innovation, and Made in America.
Gold: Exposure to gold bullion with the option to take physical delivery.

Account Types

RETIREMENT
Roth / Traditional IRA
Rollover IRA
SEP IRA
Beneficiary (Trad./Roth) IRA
Custodial IRA
SIMPLE IRA
Solo (Trad./Roth) 401(k)
Retirement Trust
401(k)
​403(b)

​NON-RETIREMENT
Individual
Trust
Joint: JTWROS; JTIC; JTBE; JCP

​MINOR
UTMA
UGMA
Minor IRA
Minor Roth IRA
BUSINESS​
Sole Proprietorship
Single-Member LLC
C Corporation
LLC C Corporation
S Corporation
LLC S Corporation
Partnership
LLC Partnership
Non-Profit Organization
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest.