LINEGUARD INVESTMENTS, LLC

Overview

Lineguard Investments, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm bills on a percentage-of-assets basis and manages client relationships on a largely discretionary basis. Reported activity shows a clear preference for pooled public instruments—primarily mutual funds—rather than direct stock selection or heavy use of third-party alternative fund managers. Lineguard is not flagged as an active ESG investor and its reported advisory scope does not include pension consulting or multi-state advisory coverage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices