Envoy Advisory INC.

Envoy Advisory Inc. provides investment advisory services primarily focused on employer-sponsored retirement plans, individual retirement accounts, and individual taxable accounts. Envoy Advisory offers guidance through a basic core fund list of mutual funds and exchange-traded funds, as well as managed model programs such as target-date models and risk-based models. For individuals, Envoy Advisory helps manage individual retirement accounts and non-qualified taxable accounts through custodians like Charles Schwab, Matrix Trust, and TD Ameritrade. In addition to investment management, Envoy Advisory offers standalone and ongoing financial planning and consulting services covering income analysis, cash flow, retirement needs, insurance reviews, and estate planning. The firm operates with a focus on strategic and tactical asset allocation strategies using modern portfolio theory. Envoy Advisory is wholly owned by HIS Envoys Group, LLC and maintains affiliations with other financial service entities including Harvest Investment Services and Envoy TPA and Recordkeeping.