Investor Comparison

What kinds of investors are your employees?

  • Conservative
  • Involved
  • Long-term
  • Aggressive
  • Experienced
  • Detached
  • Short-term
  • Moderate
  • Novice

We are all different, have different comfort levels regarding how involved we want to be when it comes to managing our investments, and have levels of risk tolerance.

At Envoy Financial, we know how to help all kinds of investors - from novice to experienced and everywhere in between. We’ve created a one-page brochure outlining the different investor types that may be helpful for your employees to review to better understand how they want to manage their retirement plan accounts. It’s another way we provide Trusted Advice Along The Way to ministries around the world. Click the link below to view the brochure.

Investor Comparison Brochure Download PDF 126 KB

For more information on how Envoy Financial can serve your ministry, contact us at (888) 879-1376, ext. 209 or .