Financial Services - Simsbury, Connecticut, United States
About BE Investment Management: We are a registered investment advisory firm located in Simsbury, CT. We provide investment advice to individuals, families and non-profit organizations. We specialize in portfolio management, including stocks, bonds, mutual funds and exchange-traded funds and other securities Our Philosophy: Be confident. Be comfortable. Be You. This is our philosophy at BE Investment Management. We want you to feel confident knowing that your investments are being managed by a professional advisor who places your interests first. We want you to be comfortable knowing that your investments are being continuously monitored and that you are receiving regular updates on your portfolio. But most importantly, we want you to be you! Our focus is to alleviate the stress you feel in trying to achieve your investment goals. We give you the freedom to focus on the joys of life, allowing you to be you.
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