Lincoln Investment Advisers, LLC

Overview

Lincoln Investment Advisers, LLC is a small, privately owned limited liability company that combines portfolio management for individuals and small businesses with real estate brokerage activity. The firm operates as a capital allocator, using third-party managers when appropriate, and offers both percentage-of-AUM and hourly fee arrangements. Its advisory scope includes direct portfolio management and the selection of other advisers, which suggests a willingness to outsource specialty strategies or to place client assets with sub‑advisors. Investment preferences skew toward publicly traded equities, with a clear equity tilt in the firm's managed assets. The firm is not an active ESG investor and does not operate as a multi-state adviser. Given the firm’s business activity as a real estate broker and its stated use of external alternative managers, Lincoln Investment Advisers appears to blend traditional equity exposure with targeted allocations to real estate and corporate credit when seeking yield and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices