Who We Are

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. Lynx is independent with no affiliation to banks or broker/dealers so clients receive recommendations unbiased by outside influence and aligned with clients’ investment goals.

Meet Our Team

What Makes Us Different?

1

Optimal Size and Structure

Allows for personalized client service by the Lynx advisory, research and operations staff, i.e. “Family Office” model.

2

Independence

We avoid conflicts of interest by providing investment advice to clients on a fee-only, fiduciary basis without ever receiving compensation for recommending any investment managers or products.

3

Experience and Qualifications

Our advisors average more than 25 years of broad-based and complementary experience in consulting, hedge fund management, private equity, asset management and wealth management. The majority of the investment team (consulting and research) are CFA charter holders.

4

Customization

Lynx’s advice is not one-size fits all. Each portfolio can be designed and implemented based on each client’s unique goals and needs.

Contact Us

Need Additional information or have a question or comment?
Please feel free to leave a message, and we’ll get back to you as soon as possible.

Set an Appointment
phone
Phone Number
202-833-3700
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Location

1100 Connecticut Ave, NW
Suite 300
Washington, D.C. 20036

CUSTOMER RELATIONSHIP SUMMARY
Form CRS