A complete list of active advisors currently associated with Lincoln Capital, LLC
Warmer can help you find a great advisor at Lincoln Capital, LLC or one who fits your needs even better.
Lincoln Capital, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates and corporate entities. The firm offers comprehensive portfolio management, financial planning and consulting, referrals to third‑party money managers, and individual plan participant management, and reports roughly $844.8 million in assets under management across discretionary and non‑discretionary accounts while serving about 1,210 clients with a small advisory team. The firm’s investment process uses fundamental analysis and a mix of long‑ and short‑term purchase strategies to construct portfolios that may include individual stocks and bonds, ETFs, mutual funds, private investments and real estate; accounts are monitored and rebalanced periodically with at least quarterly reviews. Lincoln Capital deploys third‑party managers where appropriate, manages many accounts on a discretionary basis, and for its comprehensive program requires custody of assets at a designated custodian (Fidelity) and access for plan participant accounts via online credentials or a master ID. What distinguishes Lincoln Capital from many peers is its role as a wrap fee program sponsor and disclosure that it receives a portion of wrap fees, a structure held by a minority of comparable team firms; wrap clients do not incur separate transaction charges. The firm also maintains affiliated insurance entities and has representatives registered to offer commissionable securities and insurance products, arrangements the brochure discloses as potential conflicts managed through policies and disclosures.
To learn more about the advisors currently working at Lincoln Capital, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lincoln, NE
| 12
| |
Lincoln, NE
| 35
| |
Lincoln, NE
| 40
| |
Lincoln, NE
| 12
|
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