Products & Services

At Lincoln Investment, our knowledgeable financial advisors understand the importance of helping each client along every step of life’s journey. Our financial advisors 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 advisor 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.

Balance Your Risk and Reward

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.

Lincoln Investment has a solution – Asset Management services within our Retirement and Investor Solutions Premier platforms – to help you achieve that delicate balance between risk and reward. In one comprehensive package, Asset Management portfolios provide diversification and ongoing asset allocation. You can choose from 14 well-known money managers to find the risk-management strategy tailored to your needs, comfort level and timeline.

We offer two types of Asset Management: strategic asset allocation which is a long-term approach to investing and tactical asset allocation, a more active short-term approach.

Strategic Programs
  • American Funds Model Portfolios
  • Progressive Asset Management / Lincoln Strategic
  • Russell Investments
Tactical Programs
  • Adaptive Intelligence Models (AIM) Index & Active
  • Advanced Asset Management Advisors, Inc.
  • 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

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

The Retirement Solutions and Investor Solutions Premier 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.

CAAMS

In addition to the many benefits and asset management services available on Retirement Solutions Premier, investors have access to other investment vehicles with our Capital Analysts Asset Management Services (CAAMS) programs. CAAMS is a suite of investment programs for building and managing wealth. Your advisor can use these programs to help build the investment portfolio best suited for your goals and priorities.

CAAMS offers a variety of programs to help meet a variety of needs. You will have access to broad diversification opportunities in asset class, style, markets and geography.

Advisory services offered through Capital Analysts, Registered Investment Adviser. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC.

The CAAMS programs are advisory services provided for a fee. A copy of Capital Analysts’ most recent Form ADV 2A and/or Appendix I brochure is available upon request and contains more information regarding the program, including the management of the portfolios, conflicts of interest, and fees. Asset allocation and diversification do not ensure a profit or protect against loss. There is no assurance that any investment process will consistently lead to successful results. There are risks associated with investing, including the risk of loss of principal.