Our 4-Step Investment ProcessWe work with $250,000+ accounts. To help minimize investing mistakes on large accounts, we’ve created a custom, 4-Step Investment Process.Step 1: Help Minimize Investment Mistakes and Manage RiskTo help reduce investment risk, a name and purpose is given to each portion of your portfolio. Your portfolio is subdivided within short, medium and long-term time frames, clarifying each portion’s purpose, objective and risk tolerance.Step 2: Customized, Independent Investment AdviceRather than use “parent company,” proprietary or commission-based investment products, we carefully select appropriate money manager strategies from across the country to meet your unique needs.Step 3: Determine Investor Style & Investor BehaviorDo you prefer reducing losses in bad years and lagging returns in up years, or potentially maximizing gains and losses while focusing on the long-term? When markets drop do you sell or buy more? Ryan has the knowledge to help you understand “why” you own each portion of your portfolio.Step 4: CoordinateAn investment plan must be coordinated with insurance, tax, estate and long-term family and inheritance planning. As a CERTIFIED FINANCIAL PLANNER™ Professional with a Master’s Degree in Financial Services, Mr. Day's education and experience in helping high net worth families could be invaluable.Asset allocation and diversification neither guarantee a profit nor protect against a loss. Tax, insurance and legal services are not offered through or supervised by Lincoln Investment or Capital Analysts.