Who We Help

At Lynx, we strive to provide the highest standard of investment advisory service while maintaining our fiduciary duty to our clients.

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  Multi
  Generational
  Families

  Multi Generational Families Face Unique Challenges: Family Governance: Poor or...

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  Non-profits
  and Industry
  Associations

  Lynx has served not-for-profit clients for 29 years and has...

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  Schools,
  Endowments
  and
  Foundations

  Lynx has served endowments and foundations for 29 years and...

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  Pensions and
  401(k) Plans

  Lynx advises on Defined Contribution [401(k) / 403(b)] and Defined...

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  Families Building Wealth/Financial Planning

  Where do you want your financial road map to take...

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