A complete list of active advisors currently associated with Lincoln Asset Management

Warmer can help you find a great advisor at Lincoln Asset Management or one who fits your needs even better.

Lincoln Asset Management provides investment advisory and portfolio management services primarily to individual (non‑high‑net‑worth) clients through separately managed accounts and tailored advisory relationships. The firm works directly with a limited client base to construct and monitor personalized investment portfolios. The firm’s approach emphasizes individualized portfolio management and discretionary account oversight, using standard methods of analysis to align investments with client objectives. In some separately managed accounts, Lincoln Asset Management uses derivatives as part of its strategies to manage risk or pursue incremental returns, an approach that is not common among similar independent advisers. What is noteworthy about Lincoln Asset Management is the combination of a focused, individualized client service model with the application of derivatives within client accounts, rather than serving primarily institutional or high‑net‑worth segments. This blend of small‑scale, hands‑on management and access to derivative strategies differentiates the firm from many peers.

To learn more about the advisors currently working at Lincoln Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.