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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 The 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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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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