900 Haddon Ave
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) 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 reviews and consults with a client concerning the investment performance of his 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%.