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.