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Lincoln Capital Corp.

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Lincoln Capital Corp.

Overview:

Welcome to Lincoln Capital

In today’s increasingly complex and evolving financial environment, Lincoln Capital Corporation continues to serve the needs of clients seeking objective advice and personalized financial guidance. Since the founding of Lincoln Capital in 1991, our sole purpose and business function has been to provide clients with high quality financial and investment services in a fiduciary manner. With the client's best interests as the primary principle of our firm, we provide personalized services to individuals, professionals and small business owners throughout the country.

Investment Philosophy
charts and graphs image 120Our Perspective on Client Relationships

While some client situations may be similar, we treat each relationship in an individualized manner. For all account relationships – individuals, trustees, professionals, retirement accounts – we begin with thorough discussions of the client’s objectives, concerns, and factors related to their particular financial situation including risk assessment levels. This collaborative approach, where we work with each client to establish account goals and risk parameters, is an integral part of our initial client engagement and is periodically updated in ongoing dialogue.
Investment Strategy and Account Management

We concentrate our investment focus on stocks, bonds, mutual and exchange traded funds (ETFs). As an independent investment advisor, we have an open architecture investment platform that enables us to select investments without conflicts of interests.

Through asset mix, a portfolio can be tilted toward current income and capital preservation, or directed toward growth of capital with varying degrees of risk. When capital preservation is the primary objective, we seek stability and consistent income from high quality, intermediate term bonds. For accounts with an appreciation focus, we invest the majority of capital in common stocks of leading companies that are attractively valued, supplemented with securities the market is currently undervaluing (in our view) with expectations for a catalyst to correct this mispricing.

Strategic investment management requires an on-going analysis of the economy and financial markets that includes the following:

   Demographic, political, social trends, and other variables that influence global economies
   Monetary and fiscal policy
   Confidence levels of consumers, businesses, and world leaders
   Investor sentiment and positioning
   Absolute and relative valuation of securities

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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