Compliance Disclosures and Information
BASIC DISCLOSURE:
StraightLine Group, LLC. is an SEC registered investment adviser. We may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information. Throughout our website we have provided links to other websites and information created by third parties. While we believe this information provided is valuable and reasonably reliable, this information is only provided on a strictly informational basis only and cannot be relied upon for the accuracy, time sensitive nature, or viability of any information shown within linked sites and third-party articles.
Accordingly, the publication of our website on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of StraightLine, a copy of our current written disclosure statement discussing the firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov CRD no. 127401, or by calling our firm at 877-338-4032.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).
The opinions expressed by StraightLine or its supervised personnel herein are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Accordingly, the publication of our website on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of StraightLine, a copy of our current written disclosure statement discussing the firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov CRD no. 127401, or by calling our firm at 877-338-4032.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).
The opinions expressed by StraightLine or its supervised personnel herein are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
StraightLine Disclosures FORM CRS (Client Relationship Summary)
In order to provide you with a brief overview of our services, we are providing you with a copy of the new (in 2020) Form CRS, our Client Relationship Summary. You may review it online by clicking here. Feel free to request a paper copy of the documents by clicking here.
StraightLine Disclosures FORM ADV
In order to assure that you are provided full information on StraightLine, its services, operations and principal officers, we are providing you with a copy of our Form ADV Brochure and our Brochure Supplement, which describes our personnel. You may review the ADV Brochure and Supplement online by clicking here. Feel free to request a paper copy of the documents by clicking here.
LinkedIn Disclosure
StraightLine Group LLC (StraightLine) is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. The opinions expressed herein are those of certain StraightLine personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
YouTube Disclosure
StraightLine Group LLC (StraightLine) is a registered investment adviser. All statements and opinions expressed are based upon information considered reasonably reliable. Any statements or opinions are subject to change without notice. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where StraightLine and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by StraightLine unless a client service agreement is in place. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Adviser has reasonable belief that the content posted by a third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. (if applicable) certain editing of personal identifiable information was deleted to preserve the confidentiality of persons on this site.
In order to enter into an advisory relationship with us, you must acknowledge receipt and review of these forms as indicated on our registration page.
StraightLine is an Independent Registered Investment Advisor.
StraightLine is an Independent Registered Investment Advisor.