Columbia, MD Office

Lynx Investment Advisory provides investment consulting to individual and institutional clients, including high-net-worth individuals, families, trusts, endowments, foundations and retirement plans. Services described in the brochure include investment policy development, asset-allocation advice, third‑party manager selection, account onboarding, performance reporting and ongoing portfolio monitoring.

The firm generally builds customized, multi‑manager portfolios and conducts manager vetting that includes holdings‑based analysis, meetings and investment‑committee approval. Lynx implements recommendations across a range of vehicles — index funds, mutual funds, ETFs, separate account managers and non‑public pooled vehicles — and supports both discretionary model portfolios and non‑discretionary, client‑approved trading; it will occasionally place sell orders without prior consent to raise cash for client checks or to pay advisory fees.

What distinguishes Lynx from many peers is the scale of its non‑discretionary business and its role in private pooled vehicles: as of December 31, 2025 the firm reported approximately $753.9 million in non‑discretionary assets versus roughly $360.6 million discretionary, and it is affiliated with Select Investment Solutions, an adviser that sponsors and manages a multi‑manager private fund that charges performance‑based fees. The firm also discloses fund performance, maintains affiliated advisory entities (including a jointly owned Hinduja‑Lynx vehicle), and describes allocation and governance procedures intended to address potential conflicts arising from affiliated fund recommendations.