LYNEAR is a boutique asset manager serving a broad spectrum of institutional clients and high net worth individuals, offering tailored investment solutions to meet client objectives. Our exceptional team possesses extensive experience across multiple markets and market conditions allowing us to serve you as a trusted financial advisor, risk conscious portfolio builder and experienced investment manager.

We function like a true ‘old fashioned’ partnership, with emphasis on integrity, confidentiality and client service. These core principles form the foundation of our business as we work to manage your investments and deliver the best outcome on your portfolio.

LYNEAR Wealth Management

Naveen G.

This department conducts analysis and research on economic trends and data to inform decision-making.

Economic Research

This department manages and oversees all activities related to the implementation and execution of investment strategies.

Investment Operations

This department is responsible for managing and overseeing the investment portfolios to optimize returns and mitigate risks.

Portfolio Management

This department focuses on strategic decision-making and overall organizational guidance.

Executive Leadership

This department develops and implements strategic initiatives to guide the organization towards its long-term goals.

Corporate Strategy

This department focuses on analyzing data to provide insights and support decision-making processes.

LYNEAR Wealth Management

Org chart

Teams

Economic Research

Investment Operations

Portfolio Management

Executive Leadership

Corporate Strategy

Data Analysis

Offices

LYNEAR Wealth Management

Org chart

Teams

Economic Research

Investment Operations

Portfolio Management

Executive Leadership

Corporate Strategy

Data Analysis

Offices

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