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 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.
Paragon's Full Service Wealth Management
Ideal for clients who want to meet with their investment advisor quarterly or clients who have special investing preferences or needs.
provides a personalized approach to managing and growing your wealth.
This plan includes an advisor-managed portfolio, but you can trade it yourself if you prefer.
Do you have large positions with long-term capital gains?
We can help you trim positions in a tax-smart way.
into uncorrelated assets including private debt, and reduce your concentration risk.
Reduce fund fees & only pay fees for transparent value-add.
Replicate equity index performance while holding your legacy positions.
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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