A complete list of active advisors currently associated with Straight Line Investment Group, LLC

Warmer can help you find a great advisor at Straight Line Investment Group, LLC or one who fits your needs even better.

Straight Line Investment Group, LLC is an independent registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients, implementing proprietary investment models across mutual funds, equities, ETFs and bonds and, when applicable, alternative investments. The firm offers ongoing portfolio oversight and executes client trades through a national custodian. Its investment process combines fundamental, technical, and cyclical analysis and emphasizes a long‑term trading orientation while retaining the ability to use short‑term trades and short sales when deemed appropriate. Accounts are managed on a discretionary basis with periodic reviews (typically at least quarterly) and the firm aggregates trades across client accounts to facilitate block executions. A notable regulatory disclosure in the firm’s ADV describes a 2018 consent order with a state regulator and a monetary penalty tied to a prior nondisclosure, after which the firm updated its Form ADV; this administrative event is explicitly disclosed in its brochure. Other distinguishing aspects include no stated account minimum, acceptance of limited custody (direct fee deduction) with custodial reporting to clients, a policy against accepting third‑party compensation, and a practice of offering the same proprietary model suite to all clients.

To learn more about the advisors currently working at Straight Line Investment Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.