01
Custom Portfolio Solutions
Most financial advisors and firms are merely asset gatherers, using their clients’ portfolios to increase their Assets Under Management (AUM) and only providing limited portfolio options. Paragon Capital Management, LLC sees every client and portfolio as unique. We build portfolio solutions that are custom-built for our clients' individual situations and needs.
02
Quality, Not Quantity
We do not have a sales or business development team at Paragon Capital Management, LLC because we choose to let our results speak for us. Rather than spending our time and money on advertising to the masses, we have found success through building and managing our clients' portfolios with an eye on generational wealth building, risk management, and our financial expertise. We have chosen to grow our firm the old-fashioned way, one investor at a time.
03
The Downside is Just as Important as the Upside
As a firm that focuses exclusively on ultra-affluent individuals and institutions, we know that wealth preservation is just as important as participating in a high-growth environment. We keep a keen focus on risk management and the use of financial instruments to concurrently protect against downside risk while participating in upside opportunities.
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