Hello, we’re
Lincoln Investment
With over 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial professionals nationwide, and we serve the diverse financial needs of over 315,000 clients representing over $51 billion in assets.
At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.
Diversity, Equity, & Inclusion at Lincoln Investment
Our mission is to foster an inclusive environment that allows everyone to bring their authentic selves to work, feel respected and valued, and have equal opportunities for growth and success. At Lincoln Investment, we firmly believe that DEI is an ongoing journey towards a more just and equitable work environment. We are committed to doing our part, both within our organization and beyond, to create a more diverse, equitable and inclusive future.
Leadership
Lincoln Investment’s success is a result of the dedication of our leadership team and our 400+ employees.
Careers
The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other. Our commitment to building positive morale has created a Lincoln Investment family of which we are proud!
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.
Get in Touch
It’s never too early to plan for your financial future. We can help you get started, move forward with your existing portfolio or answer any questions you may have.
