OUR HISTORY

StraightLine was officially incorporated in June, 2002, in Troy, Michigan. The reason for its creation was that employees had little or no help in effectively managing their retirement accounts. There was certainly plenty of advice and an occasional financial advisor that would attempt to help, but the real issue was to build a company whose sole purpose was to competently and ethically manage these accounts on behalf of clients.

We realized very quickly that this service was a welcome addition for those individuals that wanted a trustworthy, research driven money manager. In addition, we discovered that this prudent process was also needed for assets held outside retirement plans.

StraightLine Wealth Management was established to allow our clients to take advantage of our exceptional research process, substantial management experience, and ability to build portfolios with an almost limitless list of no-load, institutional money managers.

As always, we make sure that any investments you entrust to our care are managed with information that is timely and accurate. Your financial goals are foremost in our process and we make sure that our portfolios are constructed with your directives as the driving variable.

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