Products & Services

At Lincoln Investment, our knowledgeable financial professionals understand the importance of helping each client along every step of life’s journey. Our financial professionals are equipped to offer products and services including planning services, mutual funds, annuities, insurance, risk management and retirement plans, all of which aim to help clients build and manage wealth at each step of the journey.

Investment Management

Because of the inherent risk of investing, it is important to adhere to an investment strategy that seeks to minimize the risk of your expected level of return. Your financial professional has access to professional asset managers with the experience and resources to develop the investment strategies and portfolios that can help you manage risk and achieve your financial goals.

Investing can be challenging

Many factors beyond your control impact the performance of your investments. For that reason, it’s important to have a strategy that can help you weather the ups and downs of the market.

Available through Lincoln Signature Solutions, Lincoln Investment offers a variety of investment management solutions to help you achieve that delicate balance between risk and reward. We offer two programs reflecting our retirement plan and wealth management offerings:

  • Workplace Retirement Solutions – for 403(b) and 457(b) plans
  • Wealth Solutions – for a broad array of investment management needs

Working with your Lincoln financial professional, you can choose from a wide variety of strategies managed by Lincoln Investment and other well-known money managers to find the risk management strategy tailored to your needs, comfort level and investment time horizon:

  • Premier Asset Management – strategies managed by Lincoln’s Investment Management & Research (IM&R) team:

    • Adaptive Intelligence Models (AIM)
    • CAAMS Asset Management Services
    • Progressive Asset Management / Lincoln Strategic
Additional Investment Managers:
  • Advanced Asset Management Advisors, Inc
  • American Funds Model Portfolios
  • Calvert Responsible
  • Clark Capital Management Group, Inc.
  • DoubleLine Capital, LP
  • Franklin Templeton Investments
  • Icon Advisers, Inc.
  • J.P. Morgan Asset Management
  • Meeder Investment Management
  • PIMCO
  • Russell Investments

Neither asset allocation nor diversification guarantee a profit or protect against a loss.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Advisory services and securities offered through Lincoln Investment, Registered Investment Adviser, Broker-Dealer, Member FINRA/SIPC.

Lincoln Signature Solutions Workplace Retirement Solutions and Wealth Solutions professionally managed portfolios are offered as part of a discretionary advisory service. Lincoln Investment Planning, LLC will assess an annual investment advisory fee based on the value of assets in your advisory account(s). Additional information regarding Lincoln Investment Planning, LLC's investment advisory fees can be found in the firm's Form ADV 2A, which is available upon request.