My Retirement Account at Work

Our Services

With all of the services we offer, 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.

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This is a “do it for you” service where we take over the management of your account and make changes for you.
We send you our recommended changes and you utilize the information to make changes on your own.
Planning for future savings and spending is critical to your future. We work with you to gather pertinent information about your financial situation, needs, budgets, years to work, etc. We then use our tools and systems to evaluate the information gathered and then make recommendations based on the reports generated.
We also manage personal investment accounts such as IRAs, individual or joint accounts, trusts, etc. on a discretionary basis using the same research-based process, risk assessments and discretionary management as we do with your 401(k) or 403(b).

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:

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