Communication &
Account Administration

Lynx is committed to providing excellent client service and fostering ongoing communication with clients. Lynx’s experienced consultants forge strong relationships with their clients. Consultants generally meet quarterly with their clients to review their portfolio, evaluate current market conditions and discuss any relevant issues or changes from the client perspective.

Account Administration:

Lynx takes the administrative burden away from clients. Our operations staff will help clients with:

• Account opening and asset transfer from previous custodians;
• Facilitating money movement and reallocations;
• Cash requests: withdrawls and contributions;
• Information requests from clients’ accountants, attorneys and other professionals;
• Interfacing with custodians on behalf of clients;
• Monitoring stock gifts