Lincoln Investment Planning was established in 1968 with a focus on the retirement planning needs of educators and employees of non-profit organizations. At a time when fixed products were the only investment vehicles available to educators, Lincoln Investment introduced variable investment products to expand their menu of choice and potential opportunity to retire well. 1969 Lincoln Investment obtained its first major contract with the Philadelphia School District. More than 38 years later, Lincoln Investment continues this relationship. In 1974, Lincoln Investment was one of the first companies to offer mutual funds as a 403(b) investment alternative to employees. And in 1978 the company began investment counseling for employees retiring from the Public School Employees Retirement System. Lincoln Investment offers more than 1,000 mutual funds and a menu of risk management strategies, as well as fee-based investment management. The company has nearly 400 brokers who collectively have more than $4 billion in assets under management. Over the years, Lincoln Investment expanded its focus to include individuals, employers, corporations, endowments and foundations. The company claims a commitment to helping investors build wealth to satisfy a lifetime of investment and retirement needs.If you suffered investment losses, please contact us or communicate with a Dimond Kaplan & Rothstein, P.A. attorney at 888-578-6255 or jkaplan@dkrpa.com for a free case evaluation.
