Lincoln Managed Asset Program
The Lincoln Managed Asset Program is a separate managed account utilizing one or more private money managers. Unique characteristics of the program include one on one interaction with the money manager and third party custodian.
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Lincoln Pension Accounts
If you are a participant in a Lincoln 401(k) or Pension plan that uses the Lincoln DirectorSM unregistered group variable annuity, you can access your account and make investment changes 24 hours a day, 7 days a week.
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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.
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. Lincoln Financial Advisors (LFA) reviews the client's investment objectives, time frame 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 reviews with a client concerning the investment performance of the 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%.
Lincoln Annuity Accounts
If you are the owner of a variable annuity contract 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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Brinker Capital Portfolio
This service is offered to clients of Lincoln Financial Advisors (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 review the client's objectives, time frame and risk tolerance and recommend an unaffiliated portfolio management firm(s) to provide customized portfolio management services to the client. LFA and Brinker Capital review with the client the investment performance of the account, 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.