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 broker/dealers so clients receive recommendations untainted/unbiased by outside influence and aligned with clients’ investment goals.
What Makes Us Different?
- Adherence to Fiduciary standard – As a Registered Investment Advisor, Lynx adheres to the Fiduciary Rule, placing the client’s interests first. We focus on creating complete portfolios for clients, not selling products.
- Optimal Size and Structure - Allows for personalized client service by the Lynx consulting, research and operations staff.
- 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.
- Experience and Qualifications - Our professionals have broad-based and complementary experience in consulting, hedge fund management, private equity, asset management and wealth management. All members of the investment team (consulting and research) are CFA charter holders or have passed all three required exams.
- Customization – Lynx’s advice is NOT one-size fits all. Each portfolio is designed and implemented based on each client’s unique goals and needs.
Investment advisors must adhere to either the “Fiduciary” rule or to a lesser standard known as the “Suitability” rule. The fiduciary rule requires that the advisor always place the client’s interests first. The suitability rule allows the advisor to consider their own self-interests so long as whatever they recommend to the client is deemed suitable to the client’s objectives and risk tolerance. Registered Investment Advisors are held to the higher Fiduciary standard while brokers and bank owned brokerage firms adhere to the Suitability standard. Hence, this latter group can recommend products and services where they receive a higher compensation so long as it is deemed suitable for their clients. The two different standards prevail and investors should be aware of the two standards and may want to consider the distinction between them when selecting an advisor.