Transforming Financial Dreams Into Reality

Our approach

01Learn

During this period, we aim to understand more about you while explaining our process and approach. We will request that you gather relevant documents and provide details about your financial situation.

02Prioritize

Our goal is to understand what matters most to you and what concerns you. Together, we will prioritize your objectives and develop strategies for the future.

03Strategize

We will present a comprehensive overview of our recommendations, ensuring you understand your investment options and feel confident with the proposed course of action.

04Implement

Once we create a clear roadmap and you decide to work with us, we will put the plan into action. We will handle the necessary paperwork and start implementing your customized plan.

05Optimize

During this period, we aim to understand more about you while explaining our process and approach. We will request that you gather relevant documents and provide details about your financial situation.

Leadership Team

Chairman

Josh Curtis

Global finance expert having held executive positions with several leading worldwide firms. Specialist in fund management and HNW tax advisory.

Legal Principal

Kay Gordon

Has established over 500 private equity funds, hedge funds, funds-of-funds, venture funds, and real estate funds.

SVP of Acquisitions

Ken Jones

Four decades of experience in the finance industry. Has led acquisitions for RIAs and Insurance companies.

© 2024 Sphinx Investments LLC. All Content. All Rights Reserved.

Investment advisory services offered through Sphinx Investments, LLC (“Sphinx”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the principals of Sphinx providing such comments, and should not be regarded as a description of advisory services provided by Sphinx. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

Personal investment advice can only be rendered after the engagement of Sphinx for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Sphinx manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.

Any statistical data or information obtained from or prepared by third party sources that Sphinx deems reliable but in no way does Sphinx guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Sphinx and its advisors are properly licensed or exempted.

For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #327836 or SEC #801-128648

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