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. If your employees feel comfortable picking from the menu of Mutual Funds or ETFs themselves, a list of carefully screened and monitored investments will be available, making their choice as easy as checking a box. If they want to use a Professionally Managed Model, this process is simple too. This video is an example of what will be available for your Participants as they choose the right approach for them.


Risk-Based Models

In these models, the asset mix is determined by the risk level. Available models include Conservative, Moderate Conservative, Moderate, Moderate Aggressive,
and Aggressive.


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.


Money Personality Portfolios

An Envoy Exclusive

The Money Personality Portfolios are uniquely designed to incorporate how an investor views money, (their Money Personalities), along with their risk tolerance, age and time to retirement. These investment models become increasingly conservative as the investor nears retirement.


Exchange Traded Funds (ETFs)

Our commitment to serving our clients by continually looking for solid performing, low-cost investment options is evidenced by our newly launched ETF (Exchange Traded Fund) Basic Choice Investment Menu. We are the first in the Faith Based community to offer ETFs, and we believe that they present an excellent vehicle for long-term
index investing.