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Wealth Management

After you have developed a financial plan with your Lincoln Financial Advisors (LFA) planner – including a customized asset allocation strategy to help meet your specific goals and objectives – the next step is implementation. Your strategy may be carried out in one of two overarching investment programs: a brokerage account or, as described here, an asset management program.

Active Management

Asset management platforms provide ongoing, active management of your personalized portfolio.  You will receive a comprehensive quarterly report that thoroughly analyzes your asset management program.

Two Types of Asset Management Programs

Our firm serves as the Registered Investment Advisor (RIA) for some, but not all, of the available asset management programs. You may choose between two types of asset management programs:

  • Separately Managed Account Programs: Often called SMAs, these programs offer access to a large number of institutional money managers selected through an extensive screening and due diligence process that assesses investment philosophy, methodology, technical procedures and experience. Many manage your account on a discretionary basis, and the performance of your portfolio is continually analyzed.
  • Wrap-Fee Mutual Fund Programs: These programs offer diversification using mutual funds from a variety of asset styles. Some programs offer automatic rebalancing to help your portfolio stay on track with your long-term goals. In most programs, our firm leverages strategic relationships that help your planner evaluate mutual funds and recommend asset allocation strategies.

We’ll work with you to determine if an asset management program is appropriate for you.

 

Mutual Fund Investing: It’s a Turnkey Choice

Wondering if investing in mutual funds is the right choice for you? Consider your options here.

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Fixed Annuities: Planning Ahead

No contribution limits. A guaranteed fixed rate of return. Tax-deferred earnings. Find out about fixed annuities for retirement here.

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Variable Annuities: Saving for the Future

Do you want an investment that provides retirement income and a guaranteed death benefit? Consider a variable annuity here.

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Personalize Your Portfolio

Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you. Learn more here.

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Schedule a consultation or review with a member of our team.