WHO WE ARE TODAY
After four years of actively managing accounts, StraightLine is considered one of the leaders in retirement management. We currently work with employees at over 140 firms, municipalities, and universities across the U.S..
The reasons why we have been chosen by Michigan State University are many but they are all based on our dedication to our clients and are the reasons why we are growing so fast.
- Research - StraightLine developed its research based on modern portfolio theory (obtain the highest return for the lowest risk) and is constantly seeking additional dramatic institutional research tools to help us perform above the correlative benchmarks.
- Personnel - In addition to an extremely dedicated research team, we also have very experienced advisors that help gather the most accurate information allowing us to put you in the portfolio that is the most appropriate.
- Service - We contact you a minimum of six times per year, in various ways, to make sure our information is current, our service is continually improving, and most importantly, you are on the right path to your goals.
- Technology - StraightLine has very rich programs and information that will allow you stay on top of your retirement accounts if you choose to get involved.
- Performance - As stated earlier, our goal is to beat the correlative benchmarks (S&P, Russell, MSCI, and Lehman etc.) but at the very least provide you with the confidence that your account is well constructed, diversified, and performing well.
- Knowledge - All of our employees have impressive industry experience and can answer any questions you may have on any topic. Typically we receive questions on IRAs, old retirement accounts, outside assets, etc. If you have a question and can't find it on the website - please call.
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