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 Lincoln Signature Solutions 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 well-known money managers to find the risk-management strategy tailored to your needs, comfort level, and timeline.
Our advisors 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.
Neither asset allocation nor diversification guarantee a profit or protects against a loss.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal.
The Lincoln Signature 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.
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