Model Portfolios
- Proactively Managed Guided by an Investment Policy Statement, our Research Department creates model portfolios specific to a defined guidepath or level of risk. The models are proactively managed to reflect our current stance in the market as outlined by the target range of in the IPS.
- Investment Policy Statements As with the plan’s investment options, BeManaged manages the portfolios consistent with a detailed IPS so to document our approach to investment management.
- High Touch Approach Participants receive proactive updates throughout the year to keep them informed of the outlook of the market and its affect on the portfolio they have selected. Behavioral finance shows this proactive communication effort can decrease detrimental investment decisions by investors.
- Specific Advice for Investors We guide participants through an investor questionnaire to determine which portfolio fits them best. Additionally, we can advise them specific to their overall investment portfolio so their retirement plan works in harmony with their other accounts.
Request a Proposal
Details are critical to understanding value when it comes to providing your participants the asset allocation and advice they need. Contact us to schedule a brief overview to learn about the value we bring to employers and their participants.