Lynx is proud to serve a diverse client base including non-profits, foundations, endowments, retirement plans, high net worth individuals and family offices. Lynx is a Washington, DC based, SEC-registered, independent investment advisory firm specializing in asset allocation, investment manager research and performance analysis.
At Lynx, we strive to provide the highest standard of investment advisory service while maintaining our fiduciary duty to our clients. Strategic asset allocation: In tandem with each client, Lynx develops a high-level, long-term. The performance analysis team at Lynx produces customized quarterly investment reports consolidating all.
At Lynx, we strive to provide the highest standard of investment advisory service while maintaining our fiduciary duty to our clients. Strategic asset allocation: In tandem with each client, Lynx develops a high-level, long-term. The performance analysis team at Lynx produces customized quarterly investment reports consolidating all.
Services
In 1992, our founder, Peter Tanous, recognized a need for the type of conflict-free investment advice that was predominantly only available to large pension plans and endowments. He founded Lynx Investment Advisory with this goal in mind - to provide objective investment advice to a broad group of investors.
At Lynx, we strive to provide the highest standard of investment advisory services while maintaining our fiduciary duty to our clients. In order to achieve that ideal, we hire the most talented people and treat them like family. It is a matter of pride that the Lynx senior team has been together for over 14 years.
Lynx has served not-for-profit clients for 29 years and has extensive knowledge regarding the characteristics and best practices required to effectively manage non-profit assets for sustainability and for the fulfillment of the organizations' missions. As a Registered Investment Advisor governed by the Fiduciary Standard, Lynx takes very seriously a non-profit's willingness to delegate investment advice and authority to a third party.
Lynx has served endowments and foundations for 29 years and independent school clients for 23 years. As a Registered Investment Advisor governed by the Fiduciary Standard, Lynx takes very seriously an organization's willingness to delegate investment advice and authority to a third party.
Many of the principals at Lynx have served or currently serve as board members and/or officers of endowments and schools and have benefited from the sharing of best practices.Assess portfolio performance and suitability in terms of your organization's goals rather than only comparing to benchmarks.
Many of the principals at Lynx have served or currently serve as board members and/or officers of endowments and schools and have benefited from the sharing of best practices.Assess portfolio performance and suitability in terms of your organization's goals rather than only comparing to benchmarks.
Lynx takes financial planning to the next level for hardworking individuals, families and business owners by integrating your long-term financial goals with your current financial position. We strive to address client needs, current and future, without over complicating the process. Retirement Planning - Make the most of employer-sponsored retirement plans and IRAs with the goal of making your wealth last for many years after retirement.
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