Disclosures


Form ADV is the form used by Investment Advisors, like Envoy Advisory, to register with the Securities and Exchange Commission and the applicable state securities authorities.

We have recently updated our firm brochure (Form ADV Part 2A). Please click the link below to access an electronic version of your disclosure document. You will find a summary of the material changes made to the brochure listed under Item 2, Material Changes.

The following disclosures are provided for you. Click a title to open the file.
(Note: You will need Adobe Reader to access the files. Get Adobe Reader here.)

Investment Advisor Brochure

Investor Handbook

Matrix Trust Custodial Agreement

Special Tax Notice

If you have any questions, or wish to receive a paper copy of this document, please email [email protected] or call our Service Team at (888) 879-1376 (888) 879-1376 FREE and we will be happy to assist you.


By entering our website ("site"), you acknowledge your agreement with and understanding of the following Legal Notices and Terms of Usepertaining to this site including all material and information contained therein. These legal notices may be updated by us at any time and without notice. Your continued use of the site after any such modifications shall constitute your acceptance of these legal notices and terms of use and if you do not agree to abide by these terms of use for any reason, please do not use this site.

Legal Notices and Terms of Use

This website is for informational purposes only and does not constitute an offer or solicitation to sell or buy any type of security. No information contained herein should be construed as investment advice. None of the information or analyses presented are intended to form the basis for any investment decision, and no specific recommendations are intended or implied. We have compiled this site in good faith and while we use reasonable efforts to include accurate and up-to-date information, the site is provided on an "as is" basis with no warranties, express or implied of any kind. Your use of this site and use or reliance upon any of the materials on it is solely at your own risk. If you would like investment accounting, tax or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs.

Envoy Financial and its affiliates, expressly disclaims any and all responsibility for any direct or consequential loss or damage of any kind whatsoever arising directly or indirectly from: (i) reliance on any information contained in the website, (ii) any error, omission or inaccuracy in any such information or (iii) any action resulting therefrom.

All information available through the privileged area of the site is confidential. This includes all investment information and results, financial statements and other information provided through this part of the site. Portions of this site that require a password and permission to access the contents therein are intended only to be viewed by individuals so authorized. This site is operated and controlled by us in the United States. Due to the global nature of the Internet, this site may be accessed by users in countries other than the United States. We make no warranties that materials on this site are appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use this site, then you should not do so. Those who choose to access this site outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations.

All content included on this site, such as graphics, logos, articles and other materials, is the property of our organization or others and is protected by copyright and other laws.

Any performance data or comments expressed on this site are an indication of past performance. Past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.

You agree that your use of this site and any disputes relating to any of them shall be governed in all respects by the laws of the State of Colorado. Any dispute relating to the above shall be resolved solely in the state or federal courts located in Colorado.