A complete list of active advisors currently associated with Lynx Capital Group Ltd

Warmer can help you find a great advisor at Lynx Capital Group Ltd or one who fits your needs even better.

Lynx Capital Group, Ltd. provides fee-only, discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm delivers portfolio management on a percentage‑of‑assets basis and offers tailored strategies including dividend growth, ETF-based global macro tilts, commodity ETF allocations, covered‑call income strategies, and customized bond portfolios. Lynx combines fundamental and technical analysis to construct and monitor client portfolios, conducting quarterly reviews and reassessments as market conditions change. Its implementation toolkit includes long- and short-term equity positions, margin and short‑sale authority where appropriate, and option-writing strategies (covered, uncovered and spreads); the brochure explicitly discloses use of derivatives in separately managed accounts. The firm is notable for managing approximately $286.9 million with a single registered advisor, and for its affiliated private‑fund activities: an affiliated entity serves as investment manager to Rampart Funds, LP, a private fund in which about 15% of Lynx clients are invested. Lynx also discloses reliance on AI tools (including recording/transcribing client meetings with an opt‑out) and has expanded its risk disclosures to address political and AI risks; it says these affiliations and tools are governed by its Code of Ethics and compliance procedures to address potential conflicts.

To learn more about the advisors currently working at Lynx Capital Group Ltd, 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.