As independent investment consultants, Lynx has no affiliation with brokers, banks, etc, and is not required to sell proprietary products. 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. Portfolio design is based upon an open architecture platform utilizing separate account managers, active and index mutual funds, ETFs and alternatives.

Lynx provides comprehensive services through the entire investment consulting process:

Identify Investment Goals, Create Investment Policy Statement,

Develop Asset Allocation Strategy, Conduct Investment Manager Search & Evaluation, Design Portfolio & Implement, Report Portfolio Performance, Ongoing Communication