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Our Planning Process Business Owner Planning Estate Planning Investment Planning Retirement Planning Strategies
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Advice, Consulting and Planning i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Portfolio Modeling, Analysis & Design i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Development of Investment Policy Statement i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Implementation of Manager Search and Selection i_spacer.gif i_spacer.gif i_spacer.gif
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i_spacer.gif i_spacer.gif i_l3_diamond.gif Ongoing Monitoring, Due Diligence and Reporting i_spacer.gif i_spacer.gif i_spacer.gif

Financial Planning


Investment Planning

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Our approach to investment management relies on core principles developed and tested since the inception of our firm. These principles are:

  • Asset allocation provides the foundation to managing portfolio risk and return;
  • No single money management firm can be all things to all people; and
  • Our most important role is to be your objective advocate.

We have combined these time-tested beliefs with cutting-edge technology through our proprietary Wealth Management Platform — LincSolutionsSM — to deliver an innovative approach to manage your wealth. Our platform has been created to equip our Planners with sophisticated modeling tools and implementation capabilities that deliver clear solution strategies. We leverage this technology to drive our disciplined five-step investment process:

* Available through our asset management programs.

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