Lincoln Capital Corporation

Lincoln Capital Corporation, established in 1991, is a fee-only investment management firm specializing in providing portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management services, tailored financial planning, and investment advice based on client objectives. Clients have the option to impose restrictions on their accounts, and Lincoln Capital operates as a fiduciary, acting in the best interests of clients. The firm manages over $377 million in client assets, with fees based on a tiered structure ranging from 1.00% to 0.35% of assets under management. Investment strategies include Income Only, Conservative Balanced, Balanced, Equity Tilted Balanced, and Equity Only. The firm's investment philosophy involves fundamental and technical analysis to determine investment opportunities. Lincoln Capital does not engage in performance-based fees and ensures transparency in its brokerage practices, including trade aggregation and directed brokerage with Schwab. The firm's employees, including Alex R. Albert, Brittany A. Moran, and Sean R. McGuirk, hold professional designations such as CFP® and CFA® and have clean disciplinary records. Clients receive regular account reviews and statements, and the firm provides proxy voting services for client securities. Lincoln Capital maintains custody of client assets and offers fee debiting services. The firm's employees are supervised by Alex R. Albert, who ensures compliance with ethical standards and regulatory requirements.