Investment Management

Lincoln Investment Advisers focuses on a variety of investment strategies:

Separate Accounts
Targeted investment strategies customized to the specific needs of a single investor.

Commingled Funds
Investment vehicles structured to meet the requirements of multiple investors.

Fee-Based Partnerships
Dedicated asset management services for clients seeking investment oversight and operational support.

Programmatic Joint Ventures
Long-term partnerships that benefit from the diverse expertise across the Lincoln platform.

* Except where otherwise indicated, the information contained herein is based on matters as they exist as of the date of preparation of such material and not as of any future date. Information is subject to change and there is no representation that the information is accurate.

The content is provided for informational purposes only and does not constitute an offer to sell or buy any securities and may not be used or relied upon in connection with any offer or sale of securities.

As of July 2023, Lincoln’s Investment Management division is comprised of three separate investment advisers, two of which are registered entities with the SEC. The two registered investment advisers account for approximately 90% of the assets under management (~$5.1B).

The stated assets under management amount represents the aggregated Gross Asset Value as of March 31st, 2023, for all separate accounts.