Your Personal 401(k) Fiduciary
We are a 100% fee-only fiduciary for 401(k) investors that want to benefit from proactive, dedicated investment management of their portfolio. Being a fiduciary means having a legal responsibility to act in our clients' best interests, not our own. Additionally, we adhere to the highest fiduciary standard in the industry and are audited annually to demonstrate that commitment.
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Step 1 - 401(k) Consultation
 Expectation: We will take a snapshot of what kind of investor you are (through a investor questionnaire) and then compare that with how you are invested, by logging in to your 401(k) account with you. This will typically take between 10-25 minutes, depending on how many questions you might have regarding your account.
- 7 Question Investor Profile - Example
- Map Out Portfolio Visually - Worksheet Example
- Review Gaps (Missing Ingredients) In Your Portfolio
- Review any Issues with Your "Investment Recipe"
- Compare Various Levels of Risk:
- Your Desired Level of Risk (from questionnaire)
- Ingredients: Stock to Bond Risk (Diversification)
- Investment Recipe (Asset Allocation - A True Evaluation of Risk Based on the Weighting of Your Ingredients)
- Review Your Plan Contributions and Discuss Strategies to Maximize Savings
- Need Help to Fix Portfolio Issue(s)? Decide Whether to Use BeManaged or BeAdvised
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Independent
Committed to being fiercely independent, we do not accept any money from mutual fund companies, insurance companies, or 401(k) providers.
Proactive
If changes need to happen to your account, we make them for you. Additionally, we proactively update our clients via email and standard mail on the progress of their 401(k) account.
Personal
BeManaged is designed with people in mind, providing our clients common sense service with high touch, personal updates that keep you informed.
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