The comprehensive, curated, full service investment experience
Paragon Investing offers a full service experience for clients who are looking to maximize face time with their investment advisor. We will curate a custom portfolio, including unique consideration for your family's preferences and circumstances.
Is this right for me?
Are you looking for a personal touch when managing and growing your wealth? This service level offers quarterly meetings with your dedicated investment advisor.
In addition to being our only service level that offers quarterly meetings, this service includes adapting our preferred strategies to all of your preferences and risk tolerances, to align your investments with your political, ethical, and social beliefs, all while diversifying your investments, reducing risks, and navigating your existing investments and positions. This portfolio is advisor-managed and hand-traded.
Paragon will invest you in the same private, restricted funds as ultra-wealthy clients, at an advisory fee half that of the retail average.
You invest in what we're invested in. Paragon advisors are invested alongside our clients.