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StraightLine has again been chosen as
one of the Top 100 advisory firms
in the country by CNBC for 2022!
Click here to see the CNBC article
Click here to see the selection process

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Help For Employers

What We Do

StraightLine provides professional account management for individuals with 401(k), 403(b) and 457 retirement accounts. We actually manage the account for you—making changes to allocations as needed. We also provide advice-only management options.

In all cases, our powerful investment process and sophisticated research tools set the foundation for our dynamic portfolios. Our risk assessments and individual discussions allow us to customize and consistently maintain a portfolio for your evolving financial needs.

Our independence from retirement plan providers, mutual fund companies, and insurance/annuity providers ensures that all investment decisions are in your best interest. StraightLine neither sells retirement plans to employers, nor receives any investment commissions. Our services are provided on a fee-only basis – allowing us to remain completely objective in providing comprehensive portfolio management and advice.

Employee Management Services

In a time when Wall Street has all but abandoned personal service for average investors, StraightLine is firmly rooted in the philosophy that no one should trust their investments to someone they haven’t met.
We’ll ask you a series of simple questions that will help to clarify how much risk is suitable for your financial goals. We’ll analyze your current retirement plan and create a personalized portfolio that is appropriate and fully diversified.
You will receive quarterly updates from our research team. You’ll learn what we’re seeing in the marketplace and how different economic and political events could affect your investments.
Our research team will actively manage your account and make changes as market conditions warrant. Any time we make a change we will notify you.
We strive to establish and maintain the very best customer service practices for our clients through phone, email, and personal discussions. If you ever have a question, we’re here for you.
One of the greatest benefits of working with us is that you can rest easy knowing that your investments are being constantly monitored and managed by an unbiased, professional investment firm. Additionally, your personal information is constantly protected by multiple layers of security as nothing is more important than your safety and confidence. For more details, please click here to review our Privacy Policy.
The costs for managing investment accounts shouldn’t be a mystery, despite how the financial services industry typically operates today. Our annual fee for managing your company retirement plan ranges from $0 to $1,200, depending on your balance and level of service. In many cases this fee can be deducted from the account itself.

Learn More About

Revolutionize Your Retirement Programs
Employee Management Services
Employee Education
Common Objections
FAQ
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Independence and Research

Learn how StraightLine can be of service to you

Let us help you establish your organization as a leader in providing for the financial security of your employees. StraightLine also provides professional account management for individuals with 401(k), 403(b) and 457 retirement accounts. We manage the account for you – making changes to allocations as needed. We also offer an advice-only management option. Please let us know your needs and we’ll get right back to you and provide you with “straight” answers to your questions.

Corporate Headquarters: 165 Kirts Blvd., Suite 100 • Troy, MI 48084
Local / 248.269.8366 • Toll Free / 877.EDU.403b • Email: info@straightline.com

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