Use institutional-grade Private Asset funds to build your wealth.
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 to manage ultra-wealthy clients' portfolios to invest and grow your wealth.
Is this right for me?
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.