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CAAMS

What is in my CAAMS Investment Portfolio?
Basically, you have a variety of programs to help meet a variety of needs. You will have access to broad diversification opportunities in asset class, style, markets and geography. Your advisor can review fact sheets with you on each of the following investment programs:

Single Asset Class Portfolios

MANAGED BY LINCOLN INVESTMENT'S IM&R TEAM

  • CAAMS Income Strategies: Individually customized portfolios using a laddered bond approach.
  • CAAMS Stock: Multi-cap, multi-style, all-equity portfolios.

MANAGED BY THIRD-PARTY MONEY MANAGERS

  • CAAMS Select: Managers tend to use single asset class portfolios comprised of a specific investment, such as all stock, all bonds or all real estate.

Multiple Asset Class Portfolios

ADVISOR-MANAGED WITH CLIENT APPROVAL

  • CAAMS/CAAMS PLUS: Open architecture, no-load and load-waived mutual funds; CAAMS Plus also provides access to stocks, bonds and exchange-traded funds (ETFs).

MANAGED BY THIRD-PARTY PORTFOLIO MONEY MANAGERS

  • CAAMS STRATEGIST: Access to third–party money managers implementing model investment portfolios comprised of mutual funds.

MANAGED BY LINCOLN INVESTMENT'S IM&R TEAM

  • CAAMS ASSET BUILDER: Excellent entry into managed accounts because of low minimum investment; uses combination of active and passive approaches comprised of mutual funds.
  • CAAMS COMPLETE: Comprised of mutual funds and ETFs; combination of active and passive approaches.
  • CAAMS ETF: Built exclusively with ETFs representing multiple asset classes and styles.
  • CAAMS UNIFIED MANAGED ACCOUNT(UMA): Best-of-breed strategy combining the broad benefits of individual securities, ETFs and mutual funds.
  • CAAMS dedicated "Sleeves": More narrowly focused
    investment vehicles designed for a specific objective, such as alternatives exposure or yield options.