WHAT IS Pro(b)?
WHAT WE DO
StraightLine’s Pro(b) service is a professional managed account service
for individuals with
403(b) and 457 retirement accounts. We actually manage the account for you—making changes
to allocations as needed throughout the year.
- We actively manage your existing retirement plan - our research
staff builds the well diversified portfolios that are the most appropriate for you personally.
- We use highly sophisticated research tools to make strategic investment
decisions.
- We break apart each investment and evaluate each holding. This
level of in-depth analysis has only been available to the wealthiest
investors - until now!
- We determine how each investment in your retirement plan aligns with
your personal risk profile. Many people are very surprised to learn they're
not as diversified as they should be.
- We constantly monitor your account and make changes as market or internal conditions warrant.
- We are completely unbiased and make only the changes that are in your best interest.
- We keep you constantly informed on your investments.
Pro(b) is for the investor who prefers having an unbiased research team manage their account within their existing employer-sponsored retirement
plan.
StraightLine provides these services on a fee basis. This allows us to
remain completely objective in providing individuals and plan sponsors
comprehensive portfolio management and advice.
WHAT WE DON’T DO
StraightLine is not a broker/dealer. We don't charge commissions or sell products. We are dedicated portfolio managers, not salespeople.
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