STRAIGHT LINE INVESTMENT GROUP, LLC

Overview

Straight Line Investment Group, LLC is a small, fee-based registered investment adviser that focuses on portfolio management for individual and family clients and small businesses. The firm favors equity-centric allocations, implementing strategies largely through exchange-traded equities and ETFs. Its advisory model is percentage-of-AUM, and it does not present itself as an ESG-focused manager or a multi-state adviser. Investment activity centers on liquid, publicly traded equity exposures as the primary engine of return, while alternatives and insurance products are used selectively to complement equity risk. Given the firm’s client base and size, allocations emphasize portability and tax-efficient instruments suited to individual and family needs, with private placements, real estate and hedge fund access available as supplementary sources of diversification for eligible clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices