Founded in 1992 by Peter Tanous, Lynx Investment Advisory is an independent investment consulting firm specializing in asset allocation, risk management and customized portfolio design. Lynx has over $1.6 billion* under advisement on behalf of both non-profit and for-profit institutions and affluent individuals worldwide. In addition to our consulting services, Lynx manages two funds of funds. Headquartered in Washington, DC, Lynx maintains a satellite office in New York City and has a corporate affiliation with Lepercq, de Neuflize & Co. Inc. Lynx's clients are served by a team of 15 highly trained professionals, many holding advanced degrees and/or CFA designations.
Lynx provides comprehensive investment management through carefully administered investment programs tailored to each client's individual needs. As investment consultants, 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. Following the client's Investment Policy Statement, 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 is committed to placing our clients' interests first and we are focused on building long lasting relationships based upon trust and expertise. Lynx's high client retention rate is testament to the confidence clients have in Lynx and our commitment to excellence.
