Lynx Investment Advisory

Our Vision: Trust and Expertise Guiding Your Financial Future

Lynx Investment Advisory is a Washington, DC-based, SEC-registered investment advisory firm founded on the principle of providing conflict-free, personalized investment advice to individuals and organizations of all sizes. Founded in 1992, we have been guiding clients towards financial security through a holistic approach to asset allocation, manager research, and performance analysis.

Who We Help

We partner with:

• Multigenerational families: Guiding wealth preservation and transfer strategies.
• Non-profits and industry associations: Enhancing endowment performance and optimizing investment outcomes.
• Schools, endowments, and foundations: Building robust financial practices for future generations.
• Pension and 401(k) plans: Ensuring optimal fund selection and risk management.
• Individuals and families: Creating personalized wealth plans and navigating financial goals.

How We Help

Our comprehensive services include:

Asset Allocation

• Customized portfolio construction based on individual goals and risk tolerance.
• Continuous monitoring and adjustment for changing needs and market dynamics.

Manager Research & Performance Reporting

• Extensive due diligence on investment managers and their strategies.
• Regular reporting on portfolio performance, risks, and holdings.

Communication & Account Administration

• Personalized and responsive client communication.
• Streamlined account management and reporting processes.

Additional Services

• Internally managed strategies for specific client needs.
• Tax planning and strategies.
• Environmental, Social, and Governance (ESG) investing options.

Our Team and Culture

At Lynx, we are a team of experienced investment professionals driven by a genuine passion for helping clients achieve their financial goals. We prioritize:

• Independence: We are fee-only and completely avoid conflicts of interest.
• Customization: We tailor our approach to each client's unique needs and goals.
• Expertise: Our team boasts over 25 years of experience in diverse financial fields.
• Personalized service: We provide responsive communication and tailored guidance throughout the process.