Invest With Confidence, Grow With Assurance
A Leader In Investment Management
For more than two decades, Sphinx has been honored to serve the long-term financial interests of individuals and families across the US.
Expertise In Investment Management
The principal of Sphinx has been honored to serve the long-term financial interests of individuals and families across the US.
Our Approach
Our Focus
Our aim is to offer uncompromising service to all our clients. Beyond our contemporary strategy for portfolio building, we furnish a degree of customized service and transparent communication that's scarce in larger organizations. This is designed to give our clients' comfort and confidence when choosing Sphinx.
Asset Management
Asset management forms the essence of our identity. Being core asset managers, our mission involves delivering institutional-grade investments to every client. The principal of Sphinx has collaborated with selected institutional clients, offering asset management through our exclusive long-only equity management capabilities. We oversee small to large cap value and growth equity, along with international value strategies.
Wealth Management
From our inception, our principal has diligently served individuals and families, from those starting their investment journey, to those transitioning to a comfortable and financially free retirement. We have experience in effectively handling situations like market volatility, domestic and international asset diversification, business tax strategies; optimizing retirement income and taxation, and estate planning.
Portfolio Solutions
Sphinx partners with a wide range of finance professionals to deliver bespoke, comprehensive investment solutions.
Our Benefits
Goal Focused
The only investment strategy we consider is the one that maximizes your success according to your goals.
Industry Partnerships
We work directly with Charles Schwab as a custodian and other well-respected financial institutions to best secure your goals.
Expert Team
Our team has the expertise needed to face the challenges of today and tomorrow.
Market Expertise
Work towards your financial goals with our advisors.
