BeManaged – “Do-It-For-You” Portfolio Management

  • Proactive, Personal Management For Your Participants’ Portfolios If a change needs to be made to your participants’ portfolios, the BeManaged Research Team will make the necessary adjustments. On average, they make 2-5 changes per year.
  • Personal Investment Advisor We customize your participants’ portfolios to their individual situation, rooted in our easy-to-understand investment methodology. If your participants have questions, they can speak directly with someone from our research staff regarding their account.
  • We’ll Keep You InformedWe provide 4-6 proactive portfolio updates per year to keep them apprised of their portfolio and progress toward retirement. We keep them engaged without having to be responsible for managing their account, providing them peace of mind.
  • Corporate Annual Review At the end of the year, we provide a detailed review of the performance of participant portfolios, our impact on their retirement readiness and our communication commitment to help simplify due diligence.

Request a Demonstration or Proposal

Make Your Request

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 Do I Pay For It?

The nominal fee for the BeManaged service is deducted directly from your 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 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 advise you. Click here for sample