Personalized Asset Management for Your Financial Success

At Lincoln Capital, we manage your assets with a singular focus: to help you achieve your unique financial goals. Our independent, client-first approach leverages deep research and decades of experience to create tailored strategies that align with your risk tolerance and long-term aspirations.

We manage portfolios with a focus on high-quality individual stocks, viewing each investment as a long-term ownership in a business. This disciplined approach aims to maximize value while minimizing unnecessary trading and expenses.

Our fixed income strategy focuses on investment-grade bonds, designed to provide stability and predictable income. We carefully monitor each bond, ensuring your portfolio meets your income and preservation needs.

We incorporate mutual funds and ETFs to add diversification and manage risk, ideal for clients seeking broad exposure or those with trading restrictions. Our fund selection process ensures alignment with your overall investment plan.

For those seeking specialized strategies, we offer access to a wide range of asset managers through Schwab. We actively oversee these managers to ensure their strategies support your financial objectives.

Our Distinct Value

Choosing Lincoln Capital means partnering with a firm that prioritizes your interests. As a fee-only fiduciary, we provide cost-effective asset management with transparency, minimal conflicts of interest, and no hidden fees. With a personalized approach to every portfolio, we integrate tax, estate, and cash flow planning, ensuring a holistic view of your financial future.

Ready to take control of your financial future?

Start with a complimentary portfolio review. Our expert advisors will analyze your current investments and provide tailored recommendations to help you reach your goals. Reach out today and begin your journey with Lincoln Capital.