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.
Is BeManaged Right for You? PDF  | Print |  E-mail

Questions_IIThe Answer is YES if You...

  • Do not know or cannot find your 401(k) login information for your plan's website or call center

  • Time is not something you have a lot of in your life, with kids, work, life, etc.

  • Cannot remember the last time you rebalanced your portfolio

  • Are invested 100% in the Money Market or Stable Value fund

  • Invested multiple target date/retirement date funds (i.e. Fund 2020, Fund 2040, etc.)

  • Consistently chase the "hot fund(s)"

  • Always intend to research your funds and asset allocation, but life gets in the way

The Answer is NO if You...

  • Consistently monitor the amount of risk you have within your portfolio

  • Are invested 100% in an age-appropriate Target Date Fund

  • Monitor your current allocation to Large, Mid, and Small Cap stocks, International stocks, Fixed Income and Cash

  • Rebalance your portfolio regardless of your portfolio holdings' performance on a semi-annual or annual basis

 
 
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