Solutions to Signature Solutions

An open architecture, no-load or load-waived securities trading platform.  Signature Solutions is the platform on which we build your investment portfolio, utilizing individual securities, funds, and exchanged traded funds according to your risk tolerance.  Signature Solutions is powered by Wove, an industry leading management tool, that makes Signature Solutions a very efficient tool to manage our clients' assets.

Lincoln Investment, broker/dealer, member FINRA/SIPC, is Broker/Dealer or Registered Investment Adviser.  Lincoln Investment has over 55 years of proven industry leadership in delivering financial strategies.  Lincoln Investment serves the diverse financial needs of over 315,000 clients representing $51 billion in assets.  Click here to learn more about Lincoln Investment.

Lincoln Investment Planning, LLC.  is a Registered Investment Adviser.  Capital Analysts is a Registered Investment Adviser.

Jason Knox, AIF®, CRC® elected to utilize Lincoln Investment as broker/dealer and Registered Investment Adviser in August, 2010.   Jason Knox is dually registered with Lincoln Investment and Capital Analysts.

Lincoln Investment previously offered Retirement Solutions Premier and Investment Solutions Premier, which were open-architecture, no-load or load-waived mutual fund trading platforms.   These products are largely what attracted Knox Financial Services to utilize Lincoln Investment in August, 2010.  

The new version of this product is called Signature Solutions, which incorporates many of the legacy Solutions investment account features, while adding additional investable categories and capabilities, including exchange traded securities, like stocks, bonds, and ETFs.   

The legacy Solutions Premier products have been closed to new accounts.   The Solutions Premier accounts were exchanged to the new Signature Solutions products on November 25, 2024.   The Capital Analysts CAAMS product was retired October 18, 2024, with no new CAAMS account openings after this date.  Existing accounts will remain active under the CAAMS program at this time.   Lincoln Investment has signaled they will consolidate the Capital Analysts Registered Investment Adviser and Lincoln Investment Planning LLC Registered Investment Adviser in the future.

An open architecture, no-load or load-waived securities trading platform.  Signature Solutions is the platform on which we build your investment portfolio, utilizing individual securities, funds, and exchange traded funds according to your risk tolerance.  Signature Solutions is powered by Wove, an industry leading management tool, that makes Signature Solutions a very efficient tool to manage our clients' assets.

Why Are You Telling Me About Signature Solutions?

We seek to keep our clients informed of changes in technology, products, and services that may enhance their financial and investment experience.   Knox Financial Services carefully evaluates the products we utilize for our clients' assets and believe Signature Solutions may be suitable for many of our clients.

Do I Have To Do Anything?

No action is required if you wish to maintain your existing account.  If you wish to transfer or rollover other investments to your Converted Solutions account, it must be exchanged to the Signature Solutions platform.

Should I Do Something?

It depends on your situation and how your assets are invested.  A discussion with Jason Knox, AIF®, CRC® is the first step to see if the new investment platform may improve your investment experience. 

What Stays The Same?

Knox Financial Service's commitment to helping you achieve your financial goals remains the same. 

Account statements and online access also remain the same for those exchanging from CAAMS to Signature Solutions.  

What Changes?

A new account number is assigned to accounts converting from Converted Solutions to Signature Solutions.

For those clients where a Unified Managed Account is suitable, statements and tax forms will be consolidated, reducing the amount of paperwork you receive, while maintaining multiple investment strategies.

What About Taxes?

Non-retirement account transactions may be initiated as a Transfer In Kind, which results in no change in position or tax consequence.

Changing tax-qualified accounts, such as IRA, ROTH, SIMPLE, SEP, Individual(k), do not have any tax consequence for transferring to the new investment platform.

What About Fees and Expenses?

There is no cost to exchange from a Converted Solutions account to the new Signature Solutions.  Depending on the services selected, ongoing advisory fees may be the same, more, or less than the current Converted Solutions product.  Your Advisor will review all fees and expenses of any proposed change, including a written proposal with details of the Signature Solution account.

A Unified Managed Account is a professionally managed investment that combines a variety of investments or strategies, within a singled consolidated account.   The consolidated account allows multiple investment strategies or programs within a single account, while providing the convenience of a single account with fewer statements, tax forms, and overall ease of management.