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Investment Management

We begin with an analysis of our client’s risk tolerance, goals for the assets being invested, and the time period in which the assets will remain invested prior to any necessary distributions. We typically utilize a combination of internally managed investment portfolios, portfolios created by outside investment managers, and/or investment products to strive to meet our client’s investment goals. All managed client portfolios are consistently monitored for continued appropriateness and changes are made as needed, with your approval, for optimization of the portfolio to pursue our client’s goals. Our investment advisory and investment management services are offered through representatives of Lincoln Financial Securities.