WHAT TO EXPECT
Face-to-Face Meetings
In a time when Wall Street has all but abandoned personal service for
average investors, StraightLine is firmly rooted in the philosophy that
no one should trust their investments to someone they haven't met. That
is why a face-to-face meeting with each client is the foundation of our
company.
Individual Enrollment Meeting—Risk Assessment
At this meeting we'll ask you a series of simple questions that will
help to clarify how much risk you are willing to accept and what
your savings goals should be. We'll analyze your 401(k), 403(b) or 457
retirement plan and create a personalized portfolio that is fully
diversified
and in line with your goals and risk profile.
Quarterly Statements & Newsletters
Our clients will receive quarterly updates from our experienced research
team. In addition to your personal account balances and activity,
you'll learn what we're seeing in the marketplace and how different political
and economic events could affect your investments.
Portfolio Updates
Our research team will actively manage your 401(k), 403(b) or 457 account
and make changes as market conditions warrant. Any time we make a change
to your account we will notify you.
Outstanding Personal Service
We strive to establish and maintain the very best customer service
practices for our clients. It is our ultimate goal to "set the bar" in
the managed account industry, so that everyone else is measured by
how their services compare to StraightLine. If you ever have a question
about
your retirement plan or our Pro(k) service please contact us—we're
here for you.
Peace of Mind
Perhaps one of the greatest benefits of choosing our Pro(k) service
is the peace of mind it gives you. You can rest easy knowing that your
investments are being constantly monitored and managed by an unbiased
professional investment firm and their expert research team. Additionally,
we keep you informed about your account and are always available to answer
any questions you may have.
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