Dollar Cost Averaging

Dollar Cost Averaging What is Dollar Cost Averaging? ● Investing the same dollar amount every month, regardless of market conditions and fluctuating prices. ● This strategy helps to reduce your risk of loss over time. Also, by investing regular amounts as opposed to a...

Distribution Approval

Distribution Approval How to complete a distribution approval request Upon receipt of the completed and fully executed Distribution Authorization Form from the Participant or Transfer Authorization from Envoy, as the Plan Sponsor you must take the following actions:...

Disclosures – Envoy Advisory, Inc.

Disclosures – Envoy Advisory, Inc. Form ADV For additional information on Envoy Advisory, Inc., including Form ADV Part 2A and Form ADV 2B, please click...