BE Investment Management

BE Investment Management is a fee-only registered investment adviser that provides portfolio management and related advisory services to individual and high‑net‑worth clients. The firm reports managing about $6 million in client assets and prepares individualized investment policy statements, constructing portfolios that may include individual equities, mutual funds, exchange‑traded funds and a range of fixed‑income securities.

The firm typically requests discretionary authority and works with clients to set goals, risk tolerance, income needs and time horizon, then monitors holdings on a continuous basis and delivers at least quarterly written account appraisals. Its investment process combines fundamental, technical and cyclical analysis and employs both long‑term and short‑term trading strategies depending on client objectives.

Noteworthy operational details include a stated preference for Charles Schwab as a custodian while declining soft‑dollar benefits, not acting as a qualified custodian, and not voting client proxies (clients receive proxy materials directly). The brochure discloses a prior client complaint against the firm’s principal that was settled before arbitration and also notes that affiliated persons may trade the same securities as clients and sometimes trade at or about the same time, a potential conflict the firm identifies and addresses in its policies.