We provide unique access & advice
to affluent families.

Paragon Investing is a Registered Investment Advisor (RIA) for private wealth clients. Paragon specializes in offering access to higher-return private investments that have historically been reserved for ultra-wealthy clients ($30M-$1.0B+).

We are a 100% Fiduciary - that means zero conflicts of interest. We have a legal and ethical obligation to always act in the best interest of our clients and their money, investments, and assets.

Your Paragon financial advisor will always recommend their perceived best fund/manager/product with no other incentives. Many mainstream advisors at big shops are required or incentivized to recommend their own in-house funds. No one firm is best at everything. We prudently utilize our highest-conviction funds, regardless of firm.

At Paragon, we believe that Financial Advisors should provide more value for their clients, and more transparency, while lowering fees. That's why we founded Paragon Investing, and it remains at the core of our business philosophy.

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+ . %

Average Annual Outperformance

Private Debt over Public Bonds 4

Private Debt and Private Equity have historically provided significantly higher returns than their publicly-traded equivalents.

Often referred to as the "illiquidity premium" due to private investments having some degree of illiquidity (not daily liquid).

+ . %

Average Annual Outperformance

Private Equity over Public Stocks 4

Paragon Investment Advisors

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details.