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RESOURCE DIRECTORY
Financial/Investment Services

Lynx Investment Advisory, LLC

Lynx Investment Advisory, LLC

Michael R. Marsh
Managing Director
1100 Connecticut Ave., NW, Suite 300
Washington, D.C., District of Columbia 20036
Tel: (301) 325-5015
E-mail: mrmjersey@gmail.com
Web: http://www.lynxinvestment.com/

Founded in 1992, Lynx Investment Advisory is an independent investment consulting firm majority owned by Lepercq, de Neuflize & Co. Inc. Lynx services nonprofit organizations, for-profit institutions, and affluent individuals worldwide, with offices in Washington, D.C. and New York City. Our mission is to preserve and grow our clients' assets as an intelligent, ethical, and unbiased partner, taking into account each client's unique objectives and then utilizing diverse investment vehicles to arrive at the most customized efficient portfolio blend.

CLIENT BENEFITS

  • No Conflicts of Interest
  • Dedicated Investment Consultant assigned to each account
  • Boutique Focus and Personal Attention
  • Portfolio Design & Execution
  • Access to Institutional Pricing and Investment Managers
  • State-of-the-Art Technology
  • Total Portfolio Performance Measurement
  • Social Responsible Restrictions
  • Collaboration with our client's professional advisors
  • Quarterly Meetings and Conference Calls as required
  • Custodial Selection And Review
"We believe the combination of independent, conflict-free and experienced advice is a valuable blend that is essential to our clients' financial well-being. Lynx's independent ownership enables us to make decisions that are tailored solely to meet the unique requisites of our clients. Rather than following generic mandates from a corporate office, we can choose how best to serve our clients' needs." — Michael R. Marsh, Managing Director

Please contact Michael today at (301) 325-5015 to discuss joining Lynx's family of clients.


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