BeAdvised – Investment Advice for Your 401k
Proactive, Personalized Advice
BeAdvised is suited best for investors who prefer to make changes to their account on their own. On average, you receive specific advice between 3-5 times per year from the BeManaged Research Department. Understanding 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 Department’s perspective, outlook and how it might impact your portfolio.
A Professional Second Opinion
BeAdvised provides you the professional second opinion from the BeManaged Research Department, dedicated to monitoring the economy, monetary policy and geopolitical factors that impact the markets. Our advice provides you with specific percentages and dollar amounts into the exact mutual funds in your retirement account. There is no guess-work, the report tells you specifically where and how to reallocate your portfolio.
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.