LineGuard Investments
LineGuard Investments is a Troy, Michigan-based independent registered investment adviser that provides financial planning and investment management services to individuals, families, and charitable organizations across the Midwest, operating through personalized advisory engagements supported by Charles Schwab custody.
- Company typePrivate
- Founded2011
- HeadquartersTroy, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What LineGuard Investments does
LineGuard Investments, LLC is a privately held, independent registered investment adviser based in Troy, Michigan, founded in 2011 by Jody Medford, CFP®. The firm delivers comprehensive financial planning and investment management services to a Midwest client base, specifically individuals, families, and charitable organizations. Core offerings include financial planning, investment research and selection across ETFs, mutual funds, and independent money managers, and tailored advisory for endowment-style accounts at nonprofit organizations.
The firm's operating model is that of a boutique, relationship-driven RIA: advisory services are delivered directly through personalized client engagements rather than through proprietary technology platforms. Core technology is not publicly disclosed, and there is no consumer app, public API, or disclosed integrations ecosystem. Charles Schwab serves as custodian for client assets, and the firm is registered with the State of Michigan as an investment adviser, with the CFP® designation serving as the principal professional credential. Pricing is quote-based rather than publicly disclosed and is set during initial consultation.
Distribution is regional, concentrated in the Midwest, and the firm's go-to-market relies on word-of-mouth referrals and community involvement (e.g., Liberty Riders charity sponsorship, Grace Center of Hope volunteer service) rather than digital marketing or institutional partnerships. The firm has no disclosed subsidiaries, no external institutional investors, and no parent company; ownership and advisory capacity appear concentrated in the founder.
LineGuard Investments firmographics
Firmographics- Name
- LineGuard Investments
- Legal name
- LineGuard Investments, LLC
- Website
- https://lineguardinvestments.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- LineGuard Investments is a Troy, Michigan-based independent registered investment adviser that provides financial planning and investment management services to individuals, families, and charitable organizations across the Midwest, operating through personalized advisory engagements supported by Charles Schwab custody.
- Ownership category
- akta.pro rank
LineGuard Investments industry classification
Industry- Product category
- Independent Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where LineGuard Investments is headquartered
LocationHeadquarters
- HQ city
- Troy
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LineGuard Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels1 record
Marketing channels2 records
LineGuard Investments product offering
Product offeringCore offering
LineGuard Investments provides comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Services include researching and selecting ETFs, mutual funds, and independent money managers through a personalized, comprehensive planning approach, delivered as a single unified advisory engagement.
Product overview
LineGuard Investments is a single-service financial advisory firm offering comprehensive financial planning and investment management services. The core offering is centered on Jody Medford's personal advisory practice, which provides customized financial planning and investment selection services to individuals, families, and charitable organizations. The service encompasses research and selection of ETFs, mutual funds, and independent money managers through a comprehensive planning approach. There are no distinct product modules, sub-products, or add-on offerings—the company operates as a unified advisory service.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning & Investment Management Services Comprehensive financial planning and investment management services for individuals, families, and charitable organizations, including research and selection of ETFs, mutual funds, and independent money managers, delivered through a personalized, fiduciary-based advisory approach.
Companies that use LineGuard Investments
Customer profileSegments2 records
Ideal customer profiles2 records
LineGuard Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
LineGuard Investments partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
LineGuard Investments competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large independent investment adviser primarily serving high-net-worth individuals and institutional clients. Comparable fee-based RIA model and ETF/mutual fund implementation approach, scaled to significantly larger AUM.
- Raymond James Financial Services: Full-service wealth management and financial planning firm serving individuals, families, and institutions. Directly comparable planning and investment management offerings, but with a national footprint, broker-dealer infrastructure, and corporate-affiliated product capabilities.
- Fidelity Wealth Services: Jody Medford's former employer and a comprehensive wealth advisory division of Fidelity Investments. Offers directly comparable financial planning and investment management to individuals and families, with the institutional pedigree LineGuard leverages from its founder.
- Edward Jones: Large retail-focused wealth advisory franchise built on personal advisor relationships with individuals and families across the U.S. Overlaps heavily with LineGuard on target customer (mass-affluent households) and planning-led value proposition, but operates with proprietary product distribution and a much broader branch network.
Direct peers
- Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning and investment advisory to individuals, families, and institutions. Closely matches LineGuard's service architecture and fiduciary positioning, scaled nationally.
- Carson Group: Independent RIA platform serving individual investors and families with financial planning and investment management. Operates a similar advisor-led, fiduciary model with multi-segment client focus, making it a directly comparable peer in business model and offering.
- Creative Planning: Large independent, fee-only RIA serving individuals, families, and institutions. Directly comparable business model to LineGuard (fiduciary advisory, ETF/mutual fund implementation, multi-segment client base) but at materially greater scale and national footprint.
Emerging players
- Personal Capital (now Empower Personal Dashboard): Hybrid digital wealth management platform offering investment advisory and financial planning to individuals. Targets a comparable mass-affluent client base as LineGuard, but competes primarily on technology-enabled convenience and aggregated AUM.
- Facet Wealth: Tech-enabled RIA providing financial planning and investment management to individuals and families at scale via a digital-first delivery model. Competes with LineGuard for the same mass-affluent client segment but through a fundamentally different, lower-cost delivery mechanism.
Others
- Charles Schwab Wealth Advisory: Charles Schwab serves as LineGuard's custodian while also operating its own wealth advisory and Schwab Intelligent Portfolios programs. Relevant as both a strategic partner and a competitive ecosystem participant that shapes the choices available to LineGuard clients.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key highlights5 records
Customer concentration
LineGuard Investments social profiles
Digital presenceLineGuard Investments compliance and trust
Trust signalCompliance2 records
LineGuard Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
LineGuard Investments leadership team
Management profileNumber of profiles
Profiles1 record
LineGuard Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LineGuard Investments M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LineGuard Investments
What does LineGuard Investments do?
LineGuard Investments provides comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Services include researching and selecting ETFs, mutual funds, and independent money managers through a personalized, comprehensive planning approach, delivered as a single unified advisory engagement.
Is LineGuard Investments a public or private company?
LineGuard Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LineGuard Investments founded?
LineGuard Investments was founded in 2011. It employs 11 to 50 people.
Where is LineGuard Investments based?
LineGuard Investments is headquartered in Troy, United States, in the North America region.
Who are LineGuard Investments's main competitors?
Broad incumbents on record are Fisher Investments, Raymond James Financial Services, Fidelity Wealth Services and Edward Jones. Direct peers are Mariner Wealth Advisors, Carson Group and Creative Planning. Emerging players are Personal Capital (now Empower Personal Dashboard) and Facet Wealth. Charles Schwab Wealth Advisory is listed as an others.
Does LineGuard Investments have an API?
No public API is recorded for LineGuard Investments.
What industry is LineGuard Investments in?
LineGuard Investments's product category is Independent Financial Advisory. Its primary akta.pro industry code is FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.