401(k) Portfolio Management
BeManaged provides investors with a simple, conflict-free portfolio management solution for your 401(k)/403(b). After reviewing your age, time horizon for retirement and tolerance for risk, we create a portfolio specific to your situation using the existing investment options in your company’s retirement plan. From that point forward, if a change needs to be made, we make it for you. Our dedicated Research Department continuously monitors the world markets in order to ensure your ‘investment recipe and ingredients‘ are consistent with your goals.
Do-It-For-You Account Management
If a change needs to be made to your portfolio, our dedicated Research Department makes it for you. No calls to confirm. No confusing 401(k)/403(b) platform to navigate and understand its trading mechanism. Our clients rest easy knowing they can take care of their lives, while we take care of their portfolios.
Understandably, investors have the most questions when markets are highly volatile. In a typical advisor relationship, you need to reach out to find out how the markets are affecting you. With BeManaged, we proactively keep you informed of what is happening in the market, what we are doing about it, and our thoughts going forward.
Peace of Mind
A click of the mouse can cost you a lot these days. Considering buying cash when the market plummets? Buying more stocks because the markets are up 15%? These highly emotional decisions can be very detrimental to your long term retirement plans. Expertise and experience are critical, and we have both. We look forward to earning your confidence.
Coming in the Spring of 2013 – BeManaged for Individual Investors
Currently, BeManaged is only available to investors who have an agreement in place with us. Coming in early 2013, BeManaged will be available to any investor that would like a professional to care for their account as a personal fiduciary.