Our Approach

BeManaged believes in a disciplined and holistic approach to managing investments and building wealth. During your onboarding meeting, our advisor will sit with you and discuss your overall financial health and build a plan that will help you meet your financial goals. We deliver an Investment Policy Statement to every client and update it on an annual basis. This document contains your investment plan and keeps investors from making behavioral mistakes during times of stress and uncertainty. Our portfolio managers are available daily to discuss your plan and questions without the 1(800) number. Reach us at (616)871-0751 or schedule below.

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