Paragon Investing offers full-service portfolio management, with a dedicated investment advisor handling all aspects for you. We will curate a custom portfolio, including unique consideration for your family's preferences and circumstances, including the following:
We will adapt our preferred strategies to all of your preferences and risk tolerances, to align your investments with your political, ethical, and social beliefs.
Within each portfolio, we employ a combination of semi-liquid private assets and daily-liquid public investments, based on each client's liquidity needs and desire for increased return. We will also work closely with your CPA and estate planning attorney to make sure we are aligned with your overall financial goals.
Paragon's Investment Services
No products to sell, no commissions, no conflicts of interest
We do not sell any products at Paragon. We don't believe in that business model.
or kick-backs. This creates conflicts of interest and we don't believe in that.
We are a fee-only financial advisor, meaning our only compensation is from our clients paying us for advice.
Paragon has been CFP certified since 2022, meaning we have demonstrated a higher level of knowledge, continuing education, and ethics than is required by the SEC.
We started Paragon primarily to serve our closest friends and family, and that approach continues today with all clients.
We're all aligned here. We make money based on a percentage of assets managed, so when your wealth grows, our business grows as well.
Paragon Investing offers comprehensive financial planning services via our CFP®-certified advisor, which includes:
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 limit downside risks, and have consistently outperformed their benchmarks. Paragon continuously monitors and researches current and prospective fund managers to look for new opportunities in the market.
On-demand access to our Orion 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 and advisory 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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