Paragon Investing offers an access-only service for clients who want invest only a portion of their money with Paragon and don't need portfolio management or financial planning services. Leverage the same private investments and resources used in ultra-wealthy clients' portfolios to invest and grow your wealth.
Ideal for self-driven investors who want to manage their own portfolios, or investors who already use another financial advisor to manage their other investments.
Paragon provides individual investors the ability to invest in the same restricted and soft-closed funds as ultra-wealthy clients, at an advisory fee half that of the retail average. Greater returns, lower fees.
*Some preferred investments may be limited to accredited investors, requiring >$1.0M investable assets, or annual income of >$300k. Contact us for more details.
Paragon's Access-Only Service
Suited for DIY investors who have a desire to:
historically only available via Limited Partnership (LP) deals.
and manage your portfolio like a sophisticated investment professional.
relative to a benchmark on a risk-adjusted basis.
by your dedicated investment advisor, as needed.
and only pay fees for transparent value-add.
over your portfolios, your money, and all trades.
Paragon and our partners spend over $100k annually on original research and fund due diligence. We target fund managers that have exhibited a proven ability to consistently outperform their benchmark over rolling 3 year periods. Our manager recommendations may change quarterly as portfolio managers leave the company or begin to exhibit characteristics we are uncomfortable with. Paragon continuously monitors and researches current and prospective fund managers for their ability to outperform over a full market cycle.
On-demand access to our client portal where you can track portfolio performance, aggregated across all accounts we manage (401k, brokerage, IRAs, Roth, etc). Each investment is compared to the appropriate equal-risk benchmark, after fund fees, so you can clearly see the value that Paragon is providing. Monitor your portfolio the same way the ultra-wealthy do.
1. Return Assumptions & Disclosures for Paragon Investing.
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.
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