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  • uniqueIndependent Fiduciaries - We are committed to maintaining complete independence by remaining 100% fee-only, meaning we do not accept any transaction fees or commissions from mutual fund or insurance companies of any kind. Such independence allows us to be completely unbiased in managing and advising our clients' hard earned money.

  • Dedicated Research Staff - We have two distinct teams in our company, those that work with 401(k) investors during the 1on1 consultations, and those that monitor the market and manage or advise our clients' accounts, which is our research staff. Headed by a 24 year CFA charter holder, they are focused on the job of monitoring the risks and opportunities available in the market, which we believe to be a full time job.

  • Unique Vision - We have focused our company on serving 401(k) investors from day one, and do not provide such services as 401(k) rollovers or weath management. We are committed to doing a few things really well, versus trying to do too many things OK. Our 98% client retention rate seems to say we made a good choice.

  • Headquartered In Grand Rapids, MI - Click for map

CEFEXFiduciary Credentials

  • 1st CEFEX Fiduciary Adviser (PPA) in the nation

  • 12th company in world to complete the CEFEX designation

  • 10th company to be certified as Independent Fiduciary by Matthew Hutcheson

Our Leadership Team

  • John C. Whaley, CFA®, AIF®, CEO and Chief Investment Officer - Co-Founder of BeManaged, was the Vice President and Portfolio Strategist for an investment firm in Michigan where he developed and implemented investment and customer strategies for roughly 1,700 clients totaling over $200,000,000. John has managed investment portfolios for a wide variety of personal and institutional clients, including the equity portions of retirement funds for Comerica Bank, Michigan National Bank, the Shriners’ Hospitals, and numerous Western Michigan companies. John earned the right to use the Chartered Financial Analyst designation in 1985. In addition, John has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. He has received formal training in investment fiduciary responsibility, and spearheads Actium's annual CEFEX fiduciary audit. He holds degrees from Michigan State University, (B.A., Economics), and the University of Detroit (M.B.A.).
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  • Chad Griffeth, AIF®, President - Co-Founder of BeManaged and key architect in design of 401(k)/403(b) employee account management (BeManaged) and investment advice (BeAdvised) solutions. Chad has been responsible for the business and product development of BeManaged, as well as being responsible for monitoring the retirement plan industry's legal and regulatory developments. Additionally, Chad has been quoted twice recently by Marketwatch.com and has served as a panelist speaker at the '09 Fiduciary360 national conference and the upcoming '09 CFDD national conference regarding the delivery of prudent, fiduciary participant advice. In addition, Chad has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education, and graduated from Cornell College in Mt. Vernon, IA.
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  • Mark Hoppe, Fiduciary Process and Portfolio Analyst - Mark passed Level I of the CFA in 2008. Mark has been instrumental in continuing to refine the fiduciary documentation processes and increasing process efficiencies through technology. Mark graduated Magna Cum Laude from Grand Valley State University where he double majored in Finance and Accounting.
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  • Sharon Whaley, Director of Administration - Sharon over 25 years of accounting experience and over 16 years of office administration experience. Helped EWS become ISO 9002 certified, converted them from a manual accounting system to a Windows based construction accounting software program. Responsible for all accounting functions, human resources, insurance and workmen's comp issues, as well as having 5 years of auditing experience with one of Michigans largest commercial banks. Sharon has bachelor of Science degree in Accounting from Madonna University. 
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  • Windy Schnelker, Participant Services Coordinator
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  • Tom Bryson, Participant Services Coordinator
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