Professionally Managed Accounts

Today's investors usually fall into one of two categories: those who want to actively manage their investments (Hands On) and those who don't (Hands Off).  Investors who prefer to take a "Hands Off" approach to their investments have various options today, one of which is using a Professional Account Manager.

Professionally Managed Accounts (PMA) are actively managed by a Professional Money Manager who usually manages the account to a specific asset allocation strategy or to a desired risk level.  At Envoy Financial, we are fortunate to partner with a number of PMA providers and most of our Plan Sponsors have made this feature available in their plan.  Here, we feature information about the companies, their approach to investing, and performance data.  Click a company name to view their information:

• CLS Investments
• Meeder Financial
• Morningstar

To add PMA to your account, contact us at (888) 879-1376, option 1 or by email.

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