Lynx Investment Advisory Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 4:30 pm

32 Years

in Business

Accredited

Business

(202) 833-3700Call Visit WebsiteVisit Website Map & DirectionsDirections1100 Connecticut Ave NW Ste 300Washington, DC 20036 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Washington with Investment Advisory Service

Arlington (6 miles)
Chevy Chase (8 miles)
Silver Spring (10 miles)
Bethesda (10 miles)
Hyattsville (10 miles)
Capitol Heights (11 miles)
Alexandria (11 miles)
Falls Church (12 miles)
Mc Lean (13 miles)
Temple Hills (13 miles)

More Info

Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Fax: (202) 833-3704
Other Link: https://www.lynxinvestment.com
Other Email: Email Business
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Details

Phone: (202) 833-3700

Address: 1100 Connecticut Ave NW Ste 300, Washington, DC 20036

Website: https://www.lynxinvestment.com

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Lynx Investment Advisory Inc

Tax Planning
Tax Services

Investment Management
Lynx has served not-for-profit clients for 29 years and has extensive knowledge regarding the characteristics and best practices required to effectively manage non-profit assets for sustainability and for the fulfillment of the organizations’ missions. As a Registered Investment Advisor governed by the Fiduciary Standard, Lynx takes very seriously a non-profit’s willingness to delegate investment advice and authority to a third party. Many of the Principals at Lynx have served or currently serve as board members and/or officers of non-profits, and have benefited from the sharing of best practices for non-profit investment management and governance.
Mutual Funds
Lynx works with a diverse group of separate account managers, mutual funds, ETFs and pooled-funds, both active and passive, that we recommend within various asset classes. While Lynx’s research and consulting teams continuously monitor existing investments, significant resources are allocated to new investment ideas, offerings and money managers to enhance the choices available to our clients.
Wealth Management
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.

Financial Planning
Lynx takes financial planning to the next level for hardworking individuals, families and business owners by integrating your long-term financial goals with your current financial position. We strive to address client needs, current and future, without over complicating the process.
Retirement Planning
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
Asset Management
In tandem with each client, Lynx develops a high-level, long-term strategic portfolio allocation across different asset classes, investment styles and liquidity and risk profiles. The team uses analytical software to compute optimizations. Our software has flexible asset allocation modeling capabilities that permit us to adjust model para-meterizations, impose constraints on asset classes, target arrays of returns or variances, project future expected investment results or to compute Monte Carlo simulations of financial outcomes with or without withdrawals for operating expenditures.

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