At Paragon, we focus on a specific set of portfolio strategies according to our investment philosophy, and we are constantly striving to master our abilities and knowledge within that wheelhouse. While we do partner with the largest alternative asset managers in the world to provide our clients access to private equity, hedge funds, private funds, and private real estate deals, our in-house focus is simple: equities, bonds, and structured notes.
Institutional Investors definition: large organizations or entities such as commercial banks or investment banking, pension funds, labor unions, or insurance companies that make sizeable investments in securities (the stock market), real property & and other investments, or originate loans.
The term institutional investor is typically meant to describe a legal entity that makes significant investments, but some clients of Paragon Capital Management, LLC control greater assets than financial institutions.
In our modern investing and financial environment, institutional investors are bound by more constraints than ever. Regulations from the Securities and Exchange Commission (SEC) create an enhanced need for regulatory-based risk-management strategies. This can lead to good investments being pulled because the market overreacts abruptly before it settles into its natural course.
Institutional investors have a large influence on the financial markets because they invest money in far greater sums than retail investors. Because their moves can greatly influence the stock market, risk mitigation plays a major role in institutional investing.
Paragon Capital Management, LLC has a unique approach to capital markets that benefits institutional investors and individual investors alike, but in very different ways. Large institutions, endowment funds, mutual funds, hedge funds, financial institutions, non-profit organizations, and accredited investors investing their own money may be well-served by the unique types of financial instruments and investment strategies utilized by Paragon.
Suppose your firm is seeking investment vehicles that can provide returns, steady cash flows, significant risk mitigation, or new investment vehicles. In that case, we will outline why Paragon Capital Management, LLC may be the right partner for you.
Paragon can improve corporate governance for your firm by providing significant risk mitigation to your investment portfolio and providing simple yet lucrative investment opportunities that most other firms neither utilize nor understand (even though they aren't complicated).
We have longstanding and mutually beneficial relationships with the largest investment banking firms, who compete with each other to create the financial products that we custom build for our ultra-affluent clients - some of whom have greater assets than those very institutions. Our primary focus of building and maintaining our multi-generational high-net-value clients' legacies led to mastery within the structured products and fixed income space. An ability to outperform the market while also offering downside protection provides various financial instruments and strategies that our institutional clients benefit from greatly.
If you are an institutional investor in search of alpha that provides both upside participation and downside risk mitigation, Paragon Capital Management, LLC is open to discussing potential relationships or various financial instruments that can help you reach your objectives.
Next, we will go through some of the types of institutional investors that may partner with Paragon Capital Management, LLC to find increased corporate governance, risk mitigation, and useful, lucrative investment options for their portfolio.
If your institutional investment firm knows the power of fixed-income strategies when properly implemented, but doesn’t have the expertise or ability to do so in-house, Paragon Capital Management, LLC is well-suited to help provide those abilities for you.
At Paragon Capital Management, LLC we focus on goals-based portfolios for every client. Our experience as institutional investors and access to financial instruments that many firms don't understand can be the perfect addition to your portfolio to drive market returns while protecting your bottom line.
Whether you feel as if you’ve outgrown your advisor or you just want a fresh perspective on portfolio strategies in our current market, our team of experts is here for you.