Full Service | Paragon Investing
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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.

Are you looking for a personal touch when managing and growing your wealth? This service level offers annual meetings with your dedicated investment advisor.

In addition, 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 a lower advisory fee than the retail average.

Is this right for me?

Paragon's Full Service Wealth Management

For clients who appreciate
the personal touch

Ideal for clients who want to meet with their investment advisor quarterly or clients who have special investing preferences or needs.

Expertly tailored custom portfolio

provides a personalized approach to managing and growing your wealth.

Advisor-managed or self-managed

This plan includes an advisor-managed portfolio, but you can trade it yourself if you prefer.

Tax-efficient Investing

Do you have large positions with long-term capital gains?
We can help you trim positions in a tax-smart way.

Diversify your portfolio

into uncorrelated assets including private debt, and reduce your concentration risk.

See exactly what you're paying for

Reduce fund fees & only pay fees for transparent value-add.

Smart direct indexing

Replicate equity index performance while holding your legacy positions.

Paragon's Full Service Investment Advisor

What sets Paragon apart from other advisors?

Invest in Restricted Funds & Private Assets

  • Private Debt has historically provided a +6.3% return premium over public Bonds1.
  • Invest in funds that would otherwise require $1M minimum investments
  • Including the restricted and soft-closed funds that we participate in
  • Invest in institutional share classes with 0.25% lower expense ratios and waived sales and load fees (up to 5-7% savings)
  * As of 09/30/2020

Paragon Managed Asset Allocations

  • We will align your portfolio with ultra-wealthy clients & billion-dollar institutions
  • Based on your goals and existing positions, we will build complementary positions to diversify your portfolio while meeting your long-term financial goals
  • Asset allocations adjusted based on market conditions:
    • Equity vs Fixed Income vs Alternatives
    • US Equities vs International vs Emerging Markets
      • Value vs Growth vs Quality
      • Large Cap vs Small/Mid Cap
      • Option overlays
    • Fixed Income duration and quality positioning
  • Paragon will make adjustments to active/passive funds based on asset class & market conditions
  • Paragon will manage your investments in a tax-efficient manner, harvesting losses, and lowering your annual tax burden

Paragon Selected Fund Managers

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.

Detailed Performance Reporting

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.