Using goals and risk parameters outlined in your personalized financial plan, our asset management services develop and implement strategies that maximize the likelihood of success.
At Lincoln Capital, we pride ourselves on our deep research and thorough understanding of the securities and assets held in client portfolios. While others may rely on external parties for asset allocation and security selection, we believe that internal expertise leads to lower costs, sound risk management, and a more effective and customized implementation of the client’s plan. Our professionals have built this expertise through decades of experience.
Lincoln Capital is a registered investment advisor (RIA) with financial advisors that are agents of our firm. We are a fee-only, independent RIA that acts in a fiduciary capacity. This means that our client’s best interests are always our primary objective.
While we provide the personal touch that only a local advisor can provide, we have access to industry leading resources, including those provided by our primary custodian and broker, Charles Schwab & Company. Other reasons to consider Lincoln Capital:
- Unlike other firms, we do not charge a fee for developing a financial plan if we are providing investment management services
- Our tiered management fee structure is highly competitive
- We consider variables such as tax, estate, and cash flowing planning
- We accommodate investors who prefer to actively manage or influence their investments
- We are, and continue to be, a family-owned and operated RIA