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.