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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What You Can Expect Now That You Are EnrolledCarrying_Money

 
 

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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True Independent Fiduciary

As an investment fiduciary we are legally bound not to accept monies or rewards that in any way compromise the advice or management we provide for our clients. We are 100% independent and unbiased because we do not accept any revenue from investment or insurance companies, which allows us to always act in our clients' best interests, not our own.

Experience and Expertise

Experience or expertise, which would you rather have in your personal investment manager?

We have both. Our head of Research is a 24 year CFA charter holder, the highest standard in the industry for investment management and portfolio analysis.

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