CEFEX Certified Company
BeManaged was the first company in the nation to complete the Centre for Fiduciary Excellence Fiduciary Adviser (PPA) company certification for providing participant-level advice. “CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.”
From day one, our goal was to provide investors a solution that they could trust. Therefore, BeManaged has been a fee-only advisor, having never accepted any fees, revenue sharing, finder’s fees or commissions from an investment, insurance or banking institution. The only revenues we receive are from our clients, thus that is where our duty and loyalty lies.
CFA Code of Ethics
First created in the 1960s, the Code of Ethics and Standards of Professional Conduct are the ethical benchmark for investment professionals around the globe, regardless of job title, cultural differences, or local laws. All members of the CFA Institute and CFA Program candidates must adhere to the Code and Standards.
An ERISA fiduciary is the highest standard of care known to law. Being a fiduciary is a core principle at BeManaged, and is ingrained in our people, our decisions and business ethos. BeManaged is a 3(38) ERISA participant-level fiduciary discretionary management service, while BeAdvised is an ERISA 3(21) participant-level fiduciary advice service.