Lincoln Capital Corporation

Lincoln Capital serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and standalone or integrated financial planning. The firm operates on a fee‑only basis and states that it does not accept commissions, sell financial products, or accept finder’s fees.

Lincoln Capital develops a written investment policy through client discussions and implements strategies across individual equities, bonds, mutual funds and ETFs, using fundamental, technical and cyclical analysis and offering risk profiles from income to equity‑only. Accounts are managed primarily on a discretionary basis with regular monitoring and quarterly reporting, and custody and trade execution are facilitated through a broker‑dealer relationship that provides institutional trading and support services.

Noteworthy features include managing over $400 million in client assets while operating with a three‑advisor team and dedicated investment leadership and in‑house research, resulting in a high concentration of discretionary assets per advisor and per client. The firm also discloses practices such as occasional cross trades in municipal bonds under written procedures, a stated $500,000 account threshold (negotiable), and formal proxy‑voting and personal‑trading policies.