Info

Lynx Investment Advisory is an investment consulting firm based in Washington, DC. Since 1992, Lynx has been providing independent advice and portfolio management expertise to a client base that includes endowments, foundations, ERISA Plans, and both U.S. and offshore high net worth individuals and families. Lynx does not manage money directly. Instead, we enhance the traditional investment process by finding, evaluating and selecting the most skilled and talented money managers available. Once we determine investment objectives and an optimal asset allocation for a client, we facilitate the hiring of selected managers (in some cases providing access to managers who would otherwise be closed to new investors) and provide ongoing performance monitoring and analysis of a client's investments. We ensure the portfolio's asset allocation continues to meet the client's objectives over time, and rebalance assets if appropriate. Since Lynx does not receive any compensation from money managers, the selection (and possible termination) processes are completely objective and unbiased. Lynx has over $1 billion under advisement on behalf of institutional and affluent individual clients worldwide. Our professional staff consists of both highly trained and seasoned individuals, many who hold advanced degrees and/or CFA designations. We are committed to always placing our clients' interests first and are focused on building long lasting relationships based on trust and expertise. Lynx's high client retention rate is testament to the confidence clients have in Lynx and our commitment to excellence.