Lincoln Capital, LLC

Lincoln Capital, LLC, established in 2005 and registered as an investment adviser since 2013, offers comprehensive portfolio management, financial planning, and referrals to third-party money managers. Clients receive personalized investment approaches, including individual stock and bond portfolios, ETFs, and mutual funds. The firm conducts regular reviews and rebalances accounts based on client financial situations, objectives, and risk tolerance. Investment advisers provide ongoing advice and actively monitor accounts, making recommendations for buying, selling, or holding investments. Clients have the option to impose restrictions on account management. Lincoln Capital does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm charges fees based on a percentage of assets under management, with rates negotiable and billed quarterly. Additionally, the firm does not receive compensation for client referrals and does not accept soft dollar benefits. Clients are encouraged to review account statements from the qualified custodian and compare them with reports from Lincoln Capital. The firm does not vote on client securities and does not provide financial information in the brochure.