Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.
Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.
Through this site, Lincoln Financial Advisors allows you to gain information and access to many services we offer on-line.
- Account Aggregation is a service provided through Lincoln Financial Advisors which aggregates Lincoln and non-Lincoln accounts to form a comprehensive "picture" of all of the accounts that you select for inclusion.
- When you open a brokerage account at Lincoln Financial Advisors, you have the benefit of a number of services offered through our broker-dealer.
- Through our affiliation with Lincoln affiliated companies, we are able to provide our client this direct, on-line, access to their accounts.
myStreetscape is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway
If you would like to learn more about myStreetscape or signup for a login ID/Password, please go here.
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Consolidated Portfolio Reporting
LFA offers quick and easy access1 to your V.I.P. Select Consolidated Portfolio Report via the Internet. Simply log on anytime, 24 hours a day, seven days a week, and you'll have immediate access to your most recent reports, including:
Portfolio Summary - summarizing contributions, withdrawals, realized and unrealized gains/losses and income for the period. Also, an internal rate of return is reported for the current quarter, year-to-date, and since report inception.
Individual Account Summary - consolidates LFA Brokerage accounts and Lincoln Annuity account data.
Asset Allocation Summary - classifies investments into asset classes and displays a pie chart to show the current allocation of classes.
Portfolio Detail - details individual holdings in all accounts including market value, realized and unrealized gains/losses, dividends, and rates of return for the period stated.
Purchases/Sales/Reinvested Dividends - itemizes all purchases and sales for the quarter, including trade dates, unit prices, quantities and totals.
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This program is offered to clients who desire asset allocation using style specific institutional mutual funds. The program utilizes the SEI institutional funds which incorporate multiple style money managers. LFA consults with the client concerning client's objectives and risk tolerance and recommends a specific asset allocation model. This model utilizes the SEI funds to allocate the client's assets and is rebalanced on a monthly basis. LFA monitors and consults with a client concerning the investment performance of their account and may recommend a change in models should the client's investment objective or other conditions warrant.
LFA charges a fee based on a percentage of assets under management. The annual fee will not exceed 1.75%.
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Brinker Capital Portfolio
This service is offered to clients of LFA who desire individual account management services. LFA utilizes Brinker Capital, a registered investment advisor to administer and assist with the asset allocation and individual manager selection. Brinker Capital also provides ongoing due diligence on each of the money managers offered. LFA and/or Brinker Capital will consult with the client concerning their objectives and risk tolerance and recommend an unaffiliated portfolio management firm(s) to provide customized portfolio management services to the client. LFA and Brinker Capital monitor and consult with the client concerning the investment performance of the account, monitor the continuing capability and general performance of the portfolio management firm, and may recommend a change therein, if appropriate.
LFA charges a bundled fee for the Brinker Core Asset Manager Program, which includes the fee of the portfolio management firm, brokerage costs, Brinker Capital's advisory fee and LFA's advisory fee.
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Retirement Account Access
Lincoln Annuity Accounts
If you are the owner of a VARIABLE ANNUITY from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.
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Lincoln Pension Accounts
If you are a participant in a Lincoln 401(k) or Pension plan that uses the Lincoln Director VARIABLE ANNUITY, you can access your account and make investment changes 24 hours a day, 7 days a week.
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