A complete list of active advisors currently associated with Lynx Advisory Partners

Warmer can help you find a great advisor at Lynx Advisory Partners or one who fits your needs even better.

Lynx Advisory Partners provides discretionary and non-discretionary investment advisory and portfolio management services to high‑net‑worth individuals, trusts, family offices and institutional clients through separately managed accounts. Services include customized portfolio construction and implementation, periodic portfolio reviews, financial planning consultation, and the use of third‑party portfolio managers for account management. The firm employs a disciplined, systematic investment process that blends top‑down fundamental and macroeconomic analysis with technical tools, applying strategies across a range of risk profiles from conservative to speculative. Implementation can include long‑ and short‑term positions, derivatives, foreign exchange and alternative investments, and profiles are adjusted to client objectives and market conditions. What is distinctive about the firm is its substantial non‑U.S. client base and a team background rooted in international private banking and Latin American client relationships, which informs its experience with cross‑border investment and custody arrangements. The firm also regularly engages sub‑advisors (TPMMs), has arrangements to compensate third‑party referrers, and has related‑party involvement with a European alternative investment vehicle, features that may affect how it sources strategies and supervises outsourced managers.

To learn more about the advisors currently working at Lynx Advisory Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.