Lynx Allocation Partners

Institutional Investment Strategies for Personal Investing

What is a Registered Investment Advisor?

Man putting dollar banknote into piggy bank

Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family funds or investment products. As fiduciaries, RIAs are held to the highest standard of care – and are required to act in the best interest of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.* 

Are you ready to experience what Lynx can offer you?

Customized Guidance

Lynx Allocation Partners is not tied to any particular family of funds or investment products. So whether you need help with retirement planning, managing assets at mulitiple places, we have the freedom to choose from a wide range of investment options.

Relationship That's Responsive

To offer advice closely aligned with your goals, we must first build a strong understanding of your situation. As a result, our advisors focus on building deep relationships with our clients.

Simple and Transparent Fee Structure

Lynx Allocation Advisors charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives us an incentive to help grow your assets. When you succeed, we succeed.

High Level of Expertise

While specific services vary from firm to firm, Lynx Allocation Partners is your "quarterback" focused on your holistic financial picture. Our advisors are specialists in certain investment strategies.

Your Money is Secure

Lynx Allocation Advisors use independent custodians to hold clients' assets. For many investors, this provides a reassuring system of checks and balances - your money is not held by the same person who advised you about how to invest it.

Customized Guidance

Lynx Allocation Partners is not tied to any particular family of funds or investment products. So whether you need help with retirement planning, managing assets at mulitiple places, we have the freedom to choose from a wide range of investment options.

Relationship That's Responsive

To offer advice closely aligned with your goals, we must first build a strong understanding of your situation. As a result, our advisors focus on building deep relationships with our clients.

Simple and Transparent Fee Structure

Lynx Allocation Advisors charge a fee based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. It also gives us an incentive to help grow your assets. When you succeed, we succeed.

High Level of Expertise

While specific services vary from firm to firm, Lynx Allocation Partners is your "quarterback" focused on your holistic financial picture. Our advisors are specialists in certain investment strategies.

Your Money is Secure

Lynx Allocation Advisors use independent custodians to hold clients' assets. For many investors, this provides a reassuring system of checks and balances - your money is not held by the same person who advised you about how to invest it.

Contact Information

Address

One World Trade Center
85th Floor
New York, NY 10007

Phone and Email

Phone: +1 (929) 352-5969
Email: support@LynxAllocationPartners.com

Contact Us