OUR SERVICES
Investment Management
Your portfolio should reflect more than market trends — it should reflect you. We design and manage customized investment strategies aligned with your goals, risk tolerance, and time horizon. Our approach is disciplined and rules-based, emphasizing diversification, cost awareness, and long-term decision-making rather than short-term market reactions. The goal is to help you participate in growth while maintaining a structure you can stay committed to, even amid changing market conditions.
Financial Planning
Financial planning brings structure and perspective to your decisions. We work with you to define priorities, evaluate trade-offs, and create a forward-looking plan that integrates cash flow, retirement, investments, and major life goals. Rather than a one-time document, your plan serves as a practical framework to help you make informed decisions as your life, career, and circumstances evolve.
Retirement Plan Services
We work with employers sponsoring 401(k) and other qualified retirement plans to design and manage benefits that are well-structured, cost-conscious, and aligned with fiduciary responsibilities. As a 3(38) Investment Manager, Layline Advisors can assume discretionary responsibility for investment selection, monitoring, and oversight, helping sponsors reduce fiduciary exposure under ERISA. For employees, we prioritize simplicity with competitive, low-cost funds and turnkey portfolios that automate diversification and rebalancing.
Institutional Investment Management
We provide independent, fiduciary-led institutional investment management and consulting for plan sponsors, endowments, foundations, and other institutional clients. Our services include portfolio construction, manager selection, active implementation, liquidity management, and ongoing risk oversight. We emphasize low-cost solutions and documented governance (IPS, reporting, committee materials) and never use proprietary products or accept commissions—our compensation comes solely from clients.
High Touch Relationships
We build long-term partnerships grounded in trust, responsiveness, and proactive guidance. Whether you’re working toward personal financial clarity or overseeing an organization’s investment needs, you’ll have a dedicated advisor who stays engaged, anticipates issues, and helps you make confident decisions—every step of the way.
Transparent Fees
We believe transparency is essential to trust. As a fee-only fiduciary, our compensation is clearly disclosed and structured to align with the services we provide.
Investment Management
Our investment management fee is based on a blended tier schedule, meaning different portions of assets are billed at different rates as portfolios grow. For clients with more than $250,000 invested under our management, we waive the cost of our basic financial planning services.
Financial Planning
For clients who engage us for financial planning without investment management, the planning fee is a flat rate starting at $4,000 annually. The exact cost varies based on the complexity of your financial situation and planning needs and is clearly communicated before work begins.
Retirement Plan Advisory
Fees for employer-sponsored retirement plan services vary based on plan size and complexity and are disclosed separately as part of the engagement.
Institutional Investment Management
Our institutional investment management fees are asset-based and scale with mandate complexity, typically quoted as a blended tier schedule. Fees vary by asset size, strategy, and reporting needs and are disclosed up front in a tailored proposal