Lincoln Management

Overview

Lincoln Management is a small, client-focused RIA that concentrates on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and primarily serves individual and family clients. Investment activity shows a clear preference for equities—exchange-traded instruments make up the largest share of its managed assets—and the firm does not position itself as an active ESG investor. Lincoln Management operates under an individual ownership structure, provides mostly advisory services rather than acting as a capital allocator, and is not positioned as a pension consultant or multi-state adviser. The firm's business model favors advisory relationships where clients retain significant control: a large portion of assets are classified as non-discretionary. Where discretionary authority exists, it is limited relative to total AUM. Custodial relationships and vehicle choices indicate a straightforward, equity-centric approach rather than complex in-house product engineering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices