A Flexible Suite of Solutions DiscretionaryDirect This is full-service account management. Many participants lack a clear investment discipline, and most never change their allocations from the time their account is initiated. In many cases, this is due to the fact that they become emotionally attached to their holdings. DiscretionaryDirect is designed to handle retirement plan investment decisions for the participant. We establish the individual’s risk profile, analyze investment options, and build a custom portfolio using the funds available in the company plan. Employees are free to focus on what they do best, while knowing their retirement savings are being handled by professionals.
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retirement success.
ProAdvice Some retirement plan participants are comfortable making their own decisions, but would like unbiased guidance on allocation strategy, the plan’s investment choices, the economic environment, etc. ProAdvice does just that. As with DiscretionaryDirect, we establish the participant’s risk profile and design a customized portfolio with fund-specific advice. Participants can accept and implement their portfolio with the touch of a button. Ongoing allocation updates are provided, and all account activity is archived on the StraightLine Advisors website.
ConsultingComplete When a record-keeping interface is not possible, we offer this alternative to our DiscretionaryDirect and ProAdvice platforms. StraightLine evaluates the plan’s current investment options and creates a series of allocation models that are fund specific, timely, and managed on an ongoing basis. We supply tools to assist individuals in assessing their risk profile and guide them to the most suitable allocation. The portfolios are then made available to all participants with implementation becoming the responsibility of the individual.
The
shortest distance between you
PersonalPortfolio This service is designed for the individual who wants the benefits of professional account management, but is employed by a company that does not offer our services through the retirement plan. We begin by establishing an individual’s risk profile. We then analyze the investments offered in the retirement plan and build an allocation that is most appropriate. The portfolio is continually updated by applying StraightLine’s proprietary management process. This brings a true advisory relationship to any retirement plan investor, through a service that is easy to use and quick to implement.
To learn more about StraightLine Advisors retirement plan products and services, please call 1-866-401k-advice, or visit us on the web at www.straightlineadvisors.com.
www.straightlineadvisors.com. 1-866-401k-advice