Straight Line Investment Group, LLC

Overview

Straight Line Investment Group, LLC is an independent registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. Organized as an LLC and owned by an individual, the firm charges advisory fees as a percentage of assets under management and operates primarily as a discretionary manager rather than as a multi-state or pension consultant. Its client mix centers on individual and family relationships, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices