BeAdvised – Personalized Retirement Advice
- Proactive, Personal AdviceBeAdvised is suited best for investors who prefer to make changes to their account on their own, but appreciate receiving unbiased, conflict-free advice as a second opinion to make sure you are on track.
- Detailed Advice Our advice provides participants with the details necessary to reallocate their portfolio. There is no guess-work, the report tells them specifically where and how to reallocate your portfolio. Click for sample
- A Professional Second Opinion BeAdvised provides participants a professional second opinion from the BeManaged Research Department, dedicated to monitoring the economy, monetary policy and geopolitical factors that impact the markets.
- Easy-to-Understand ChangesUnderstanding and trusting the advice of a ‘black box’ software application is challenging, thus our advice is supported by fundamental analysis of the market. Our ongoing updates keep investors informed of our Research Dept.’s perspective, outlook and how it might impact your portfolio.
Request a Demonstration or Proposal
Contact us to request more information, a brief online meeting for a detailed overview of our service or a proposal. Below are some frequently asked questions about how the service is delivered.
How Is the Fee Paid?
The nominal fee for the BeManaged service is deducted directly from participants’ retirement account. Thus, there is no payroll deduction cutting into your take-home pay.
Can I Cancel?
Cancelling is a simple phone call or email away. There is no cancellation fee. We simply prorate the amount of time we have served you for that quarter.
What About My Other Account(s)?
If you have other IRAs or investment accounts, we will take those into consideration to make sure the reallocation of your company sponsored retirement account is in harmony with your entire investment portfolio.
Investment Policy Statement
Each of our clients receive an investment policy statement, which serves as the ‘rules of the game’ for which we will manage your account. Click here for sample