Celebrating over 55 years of helping people realize their financial goals
We empower our financial professionals to offer investors and employers quality investment, insurance and retirement products, with the service and support you need to help achieve your long-term financial goals.
What's New
Q4 2025 Economic and Market Review
Financial markets delivered solid results during Q4 2025, though momentum moderated late in the period. October and November benefited from easing inflation trends, resilient economic data and confirmation that the Federal Reserve had entered a measured easing cycle. By December, markets shifted into a consolidation phase as year-end rebalancing, profit-taking and seasonal liquidity effects tempered further upside. Read the full Q4 Economic and Market Review from Deputy Chief Investment Officer Chris Surrichio and Research Analyst Dylan Devine here.
Why it's best to work with a financial professional
Many investors try to manage their own finances without professional help. If you aren’t with a financial professional, you may be putting your financial future at risk. A financial professional can help you define your goals, guide you through the entire planning process, determine your risk comfort level and much more. To find a Lincoln Investment financial professional in your area, click here.
Lincoln Investment Promotes Two Leaders on the Investment Management & Research (IM&R) Team
We’re excited to share that Shashi Mehrotra was appointed to Senior Vice President & Chief Investment Officer, and Chris Surrichio was named to Vice President & Deputy Chief Investment Officer on Lincoln Investment’s IM&R Team. These promotions recognize their outstanding leadership, deep expertise and ongoing commitment to delivering value to our clients and we’re proud to celebrate their achievements.
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Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2025:*
#14 for total revenue
#3 for women as a percentage of producing reps
#9 for fee-based mix
*Issued August 13, 2025, the annual IBD Elite ranking conducted by Financial Planning contains data on 38 firms and their 2024 revenue, as reported by the firms themselves. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list, but may pay for advertising rights. Source: http://www.financial-planning.com/