100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860-298-1800
fax: 860-298-1812
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Account Access

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.

Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.

Wealthscape Investor

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Wealthscape Investor 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.

 

SEI Investments

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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. 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 monitors 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%.

 

Brinker Capital Portfolio

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This service is offered to clients of 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 consult with the client concerning the client's objectives and risk tolerance and recommend an unaffiliated portfolio management firm(s) to provide customized portfolio management services to the client. LFA and Brinker Capital monitor and consult with the client concerning the investment performance of the account, monitor 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.

 

Lincoln Financial Group - Life Insurance / Variable Life Insurance

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Explore Insurance and Annuities, Plan for Retirement, Know your Options.

 

Lincoln Annuity Accounts

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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.

 

OmniSource

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OmniSource provides you with timely, secure and convenient access to information about your investments with Lincoln Financial Advisors. With OmniSource, you are able to view account holdings, values and transactions on-line 24 hours a day, seven days a week!

OmniSource is an extension of the service and commitment of your Lincoln Financial Advisors planner to your overall financial well-being.