Systematic Investment Selection Process
for Mutual Funds and ETFs
Independent:
Envoy Advisory, Inc. is a Registered Investment Advisor.
Universe:
Open architecture allow access to over 25,000 investment products.
Monitored:
Transparent & systematic quarterly review of the investment menu are provided.
Innovative:
There is continual focus on providing new opportunities.
Your Participants' Investment Options
Your Church and Ministry Organization's investment menu will be developed so EVERYONE can invest well. Whether your employees are novice or knowledgeable investors, there is an investment approach that will fit their needs. They can choose from a list of carefully screened and monitored Mutual Funds or ETFs if they feel comfortable picking from these individual investments. For those who would like additional help with their investments, they can choose from different types of managed models.
Exchange Traded Funds (ETFs)
Our commitment to serving our clients by continually looking for solid performing, low-cost investment options is evidenced by our ETF (Exchange Traded Fund) Basic Investment Menu. We were among the first in the faith-based community to offer ETFs, and we believe that they present an excellent vehicle for long-term index investing. Of course, clients may choose to use traditional Mutual Funds instead.
Target-Date Models
The target-date model is a managed model where the investment choice is determined by your age and when you expect to retire. With your current age being your starting point this model will become progressively more conservative as you approach retirement age. You have the option to choose either regular Target-Date Models or Faith-Based Models. The holdings within the Faith-Based Investments strictly avoid businesses involved in abortion and pornography and generally screens for businesses involved in gambling, alcohol, tobacco and war products.