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