How do Managed Account Services Benefit Your Participants?
In the past, only large pension plans, endowments and other institutional investors were able to access professional money management services. With minimum investment requirements of $1 million or more, these services have historically been out of reach of the average investor. Not anymore.
Bedel Financial Consulting, Inc. offers professional money management service specifically designed for employer sponsored plans. Participants can rest easy knowing that they have delegated the fund manager selection and ongoing monitoring of their account to investment professionals.
According to the latest DALBAR study:
For the 20-year period from 1988-2007, the S&P 500 had annualized returns of 11.81%, while investment-grade bonds returned 7.56%. But what did the average mutual fund investor return? Only 4.48 percent. That’s worse than super-safe Treasury bills, which managed 4.53% annually!
Professionally managed accounts take the emotion out of investing and help to take the bad decisions you participants may make out of the equation.




