Straightline

StraightLine Group LLC is a registered investment adviser established in June 2002, offering investment management advisory services to individuals and small businesses. The firm acts as a fiduciary, providing services such as Discretionary Investment Management, Financial Planning, and Discretionary Cash Management. StraightLine manages assets on a discretionary and non-discretionary basis, with $1,106,624,742 in total assets under management as of December 31, 2024. The firm charges fees based on a tiered structure for Discretionary Investment Management and a flat fee for Portfolio Allocation Services. StraightLine's investment strategies include long-term and short-term trading, with a focus on maximizing returns while managing risks. The firm uses a variety of analysis methods, including Charting, Fundamental, and Technical analysis. StraightLine works with Charles Schwab & Company, Inc. as a custodian for client accounts and does not receive soft dollar benefits. The firm does not charge performance-based fees and offers both discretionary and non-discretionary account services. StraightLine does not vote proxies on behalf of clients and does not receive compensation for client referrals. The firm does not have any reportable disciplinary events and maintains a Code of Ethics for its officers, directors, and employees.