WHAT IS Pro(k)?
WHAT WE DO
StraightLine’s Pro(k) service is a professionally managed account service
for individuals with 401(k), 403(b) and 457 retirement accounts. We don’t
just give advice, we actually manage the account for you—making changes
to allocations as needed throughout the year.
- We actively manage your existing retirement plan (i.e. our research
staff logs into your account and reallocates assets into different
Mutual Funds in real time as market conditions warrant).
- We use highly sophisticated research tools to make strategic investment
decisions.
- We break apart each Mutual Fund and evaluate it stock-by-stock. This
level of in-depth analysis has only been available to the wealthiest
investors - until now!
- We determine how each Mutual Fund 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 are independent and have no ties or obligations to brokerage houses.
- We are unbiased and make only the changes that are in your best interest.
- We keep you constantly informed on your investments.
Pro(k) is for the smart investor who prefers having a professional investment
advisor 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 does not sell 401(k), 403(b) or 457 plans to employers.
Our sole objective is to manage the investments in individual employee
accounts.
StraightLine is not a broker/dealer and does not charge or receive commissions.
If an employee decides to use our service, we simply charge a flat
fee determined by their 401(k), 403(b) or 457 account balance. |
