SERVICE

Caring for clients is not an “occasional” thing and it definitely is not a “selling” thing. The appropriate caretaking of a client’s wealth is a vital ingredient in upholding the title of investment fiduciary. If an advisor or financial firm fails to continuously monitor the investments or maintain consistent communication with their client they do not deserve to manage those assets.

There are two important aspects to quality service. First, an advisor must service the account by virtue of maintaining an appropriate portfolio at all times. Second, an advisor must constantly keep the client up to date on all aspects of the account.

StraightLine, through the use of its analytical tools, has the ability to not only constantly monitor the investments themselves, but also to monitor the macroeconomic events that may have an impact on their value to the portfolio.

Having vast experience in managing individual clients, we know how important it is to always be available for you. We have implemented the following procedures to ensure a constant dialogue and open channel of communication with our clients:

Portfolio Monitoring System – these reports allow our clients to know at any time a myriad of details about their account including performance, asset allocation, income flow, tax status etc.
Monthly Statements from Charles Schwab & Co. – StraightLine has selected Charles Schwab & Co., Inc. as the primary custodian for all of our clients’ investment assets.
Quarterly Statements from StraightLine – These are unique to each client and give an overview of how your account has performed, as well as an update on our current investment philosophy called “StraightTalk.”
Dedicated Advisor Staff – In addition to your personal advisor, you have access to all of our advisors and research staff. Each are extremely qualified and are available any time should you have questions.
Multiple Offices – StraightLine is a nationwide company and has offices around the country.

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