Overview
Description
Hinduja-Lynx was founded in June 2017, and at the time of this filing does not manage any client assets.
Hinduja-Lynx is jointly owned by Hinduja Group International Limited (Bermuda) and Lynx Investment
Advisory LLC. Hinduja-Lynx provides investment consulting services to individual and institutional clients.
Services
Upon engagement of clients, Hinduja-Lynx advises clients throughout the investment process and assists
with identifying investment goals, creating an Investment Policy Statement, determining an optimal
portfolio asset allocation, researching and choosing investment managers, account opening and funding,
performance review and ongoing portfolio monitoring. There are many factors that affect the recommended
allocation and manager selection for each client,
including but not limited to time horizon, risk tolerance,
spending and liquidity needs, and, if appropriate, tax considerations. Clients may impose a restriction on
investing in certain types of securities. Hinduja-Lynx makes every attempt to work with the recommended
managers to honor such requests. However, sometimes the investment structure (e.g. mutual fund) will
preclude Hinduja-Lynx from controlling the specific outcome requested by the client. In either case
Hinduja-Lynx will discuss the feasibility of the request with the client to ensure that their expectations are
met.
Hinduja-Lynx does not participate in wrap fee programs.
Discretionary & Non-Discretionary Assets
At the time of this filing, Hinduja-Lynx does not have any clients, and does not manage any assets.