Straightline Group LLC
StraightLine Group LLC is a registered investment adviser based in Troy, Michigan, founded in 2002. The firm offers investment management advisory services to individuals, families, and small businesses, specializing in retirement solutions such as 401(k), 403(b), 457 plans, and managed accounts. With a focus on education, financial planning, and investment, StraightLine uses its Three-Pillar Process to guide clients toward financial freedom. As of December 31, 2024, the firm manages over $1.1 billion in assets. Employing approximately 36 staff members, StraightLine acts as a fiduciary, emphasizing individualized service and transparency in their fee structure. Their clients range from individuals seeking personal financial planning to employers seeking retirement solutions for their workforce.
Investment Strategy
StraightLine Group pursues both long-term and short-term investment strategies with an emphasis on maximizing risk-adjusted returns. Their approach blends discretionary and non-discretionary portfolio management, leveraging a variety of analysis techniques including charting, fundamental, and technical analysis. The firm prioritizes education and planning to ensure that clients understand their investment decisions, and partners with major custodians, such as Charles Schwab & Company. StraightLine does not accept commissions or soft-dollar benefits, nor does it charge performance-based fees, focusing instead on objective, client-oriented advice and risk management.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XTRE | BNDBLXX BLMBRG 3 YR TRGUS TR ETF | 29.22% | $46.8M | 941,011 | $49.54 | $49.78 | +$1.5M |
X XMHQ | Invesco S&P MidCap Quality ETF | 19.80% | $31.7M | 322,600 | $91.53 | $98.24 | -$1.4M |
C CAPE | DOUBLELINE SHILLER CAPEUS EQUTS ETF | 19.26% | $30.9M | 970,604 | $29.99 | $31.81 | +$1.7M |
G GSIE | Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Internati | 16.40% | $26.3M | 662,654 | $33.34 | $39.66 | +$2.6M |
I IBHF | ISHARES IBND 2026 TRM HGYD INCM ETF | 11.10% | $17.8M | 766,062 | $23.22 | $23.23 | +$732.9K |