Lynx Advisory Partners
We are a 100% employee-owned firm, committed to protecting, managing and growing the wealth of our clients globally.
Lynx Advisory Partners
We are a 100% employee-owned firm, committed to protecting, managing and growing the wealth of our clients globally.
Our Values
Excellence
Team of professionals with an average of more than 20 years of experience in the international banking and financial system.
Independence
Independent advice without conflict of interest, under a multi-custodian model that seeks to align and optimize the client's interests.
Trust
Transparent advice and personalized attention tailored to the client's needs, with the aim of developing long-term relationships.
Our Values
Excellence
Team of professionals with an average of more than 20 years of experience in the international banking and financial system.
Independence
Independent advice without conflict of interest, under a multi-custodian model that seeks to align and optimize the client's interests.
Trust
Transparent advice and personalized attention tailored to the client's needs, with the aim of developing long-term relationships.
Our Mission
Position the customer at the center of everything we do…
account_balance
Confidentiality
Guaranteeing strict confidentiality as a fundamental part of our code of ethics and conduct.
verified_user
Professional
Advice
Developing our own investment strategies, based on process, methodology and risk control
frame_person
Personalized
Advice
Offering the alternatives that best fit the needs of each client with our discretionary and non-discretionary agreements.
trending_flat
Alignment
of Interests
Seeking the perfect balance amoung the client's risk profile, time horizon of their needs and the most optimal and efficient cost structure.
Our Mission
Position the customer at the center of everything we do…
account_balance
Confidentiality
Guaranteeing strict confidentiality as a fundamental part of our code of ethics and conduct.
verified_user
Professional
Advice
Developing our own investment strategies, based on process, methodology and risk control
frame_person
Personalized
Advice
Offering the alternatives that best fit the needs of each client with our discretionary and non-discretionary agreements.
trending_flat
Alignment
of Interests
Seeking the perfect balance amoung the client's risk profile, time horizon of their needs and the most optimal and efficient cost structure.
Our Multi-Custodian Model
We offer a model in which the client does not need to change bank accounts, integrating and consolidating all the relationships that clients may have with different custodians.
Traditional Model
Custodian A
Banker
Their own products
Commissions
Custodian B
Banker
Their own products
Commissions
Custodian C
Banker
Their own products
Commissions
Lynx Model
Custodian A | Custodian B | Custodian C
Selection of the most efficient products under our fiduciary obligation.
Executing under the most favorable conditions agreed with each custodian.
Our Multi-Custodian Model
We offer a model in which the client does not need to change bank accounts, integrating and consolidating all the relationships that clients may have with different custodians.
Traditional Model
Custodian A
Banker
Their own products
Commissions
Custodian B
Banker
Their own products
Commissions
Custodian C
Banker
Their own products
Commissions
Lynx Model
| Custodian A |
| Custodian B |
| Custodian C |
Selection of the most efficient products under our fiduciary obligation.
Executing under the most favorable conditions agreed with each custodian.
Work Philosophy
Going along with the client from the beginning in a personalized way throughout the entire advisory process, with the aim of building a long-term relationship of trust.
Custodian
selection
Determination
of risk
profile
Management
type
selection
Investment
strategy
selection
Monitoring
and reporting
Work Philosophy
Going along with the client from the beginning in a personalized way throughout the entire advisory process, with the aim of building a long-term relationship of trust.
Custodian
selection
Determination
of risk
profile
Management
type
selection
Investment
strategy
selection
Monitoring
and reporting
Our Team
Contact
Contact
LYNX Advisory Partners LLC
2655 Le Jeune Road,
Suite 905, Coral Gables,
FL, 33134
www.lynx-ap.com
LYNX Advisory Partners LLC
2655 Le Jeune Road, Suite 905, Coral Gables, FL, 33134
www.lynx-ap.com
* Registration with the United States Securities and Exchange Commission or any state securities authoriry does not imply a certain level of skill or training.