Insights

Sustainable Focus LineGuard Investments emphasizes principles of honesty, integrity, transparency and responsibility, highlighting a potential cross-sell opportunity with ESG or impact-focused investment solutions and client communications services to reinforce their values.

Niche Firm Scale With 11-50 employees and revenue in the 1M-10M range, the firm appears lean yet established, suggesting opportunities for scalable technology, outsourced compliance, or managed services to support growth without excessive overhead.

Asset Allocation Expertise The firm’s emphasis on diversified asset allocation and risk-aware planning points to potential needs for advanced portfolio analytics, financial planning tools, or advisor training platforms to enhance client outcomes.

Digital Footprint Current tech stack includes Squarespace and related tools, signaling openness to modern marketing automation, CRM integration, and website optimization services to improve client acquisition and digital presence.

Competitive Positioning Operating in a space with large incumbents and a focus on principled investing, there may be demand for partner programs, compliance consulting, or white-labeled research services to differentiate offering and scale client proposals.

Similar companies to LineGuard Investments

LineGuard Investments Tech Stack

LineGuard Investments uses 8 technology products and services including Squarespace, Webpack, Squarespace Commerce, and more. Explore LineGuard Investments's tech stack below.

  • Content Management System
  • Webpack
    Development
  • Choices
    Javascript Libraries
  • X-Content-Type-Options
    Web & Portal Technology
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting
  • Sitelinks Search Box
    Web Tools And Plugins

LineGuard Investments's Email Address Formats

LineGuard Investments uses at least 1 email format:
LineGuard Investments Email FormatsExamplePercentage
First@lineguardinvestments.comJohn@lineguardinvestments.com
100%

Frequently Asked Questions

What is LineGuard Investments's phone number?

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You can contact LineGuard Investments's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LineGuard Investments's official website and social media links?

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LineGuard Investments's official website is lineguardinvestments.com and has social profiles on LinkedIn.

How much revenue does LineGuard Investments generate?

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As of July 2026, LineGuard Investments's annual revenue is estimated to be $1M - $10M.

What is LineGuard Investments's NAICS code?

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LineGuard Investments's NAICS code is 52 - Finance and Insurance.

How many employees does LineGuard Investments have currently?

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As of July 2026, LineGuard Investments has approximately 11 employees across 2 continents, including Asia and North America. Key team members include Founder & Ceo: J. P. M. Explore LineGuard Investments's employee directory with LeadIQ.

What industry does LineGuard Investments belong to?

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LineGuard Investments operates in the Financial Services industry.

What technology does LineGuard Investments use?

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LineGuard Investments's tech stack includes Squarespace, Webpack, Squarespace Commerce, Choices, X-Content-Type-Options, Adobe Fonts, GoDaddy and Sitelinks Search Box.

What is LineGuard Investments's email format?

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LineGuard Investments's email format typically follows the pattern of First@lineguardinvestments.com. Find more LineGuard Investments email formats with LeadIQ.
LineGuard Investments logo

LineGuard Investments

Financial ServicesMichigan, United States11-50 Employees

LineGuard Investments is a financial services firm based in Troy, Michigan. It describes itself as a small to mid-sized practice that researches, recommends, and monitors the mix of money managers to align with clients’ financial objectives. The firm emphasizes principles such as honesty, integrity, transparency, and responsibility, extending its focus beyond clients to the community.

The company centers its approach on careful planning to balance risk and return, relying on a diversified framework that spans asset categories. It explains diversification as spreading investments across equities, fixed income, and cash, with sub-classes like large-cap growth or treasury bonds to refine exposure. The firm contends that the commonly cited notion that most returns come from asset allocation is inaccurate, and it distinguishes between variance in returns and actual performance when evaluating investment decisions.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    LineGuard Investments's revenue is estimated to be in the range of $1M - $10M

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