Howard Jacobson
Having spent his career serving affluent and ultra-affluent families, Howard was aware of the complex, unique, and cookie-cutter approach that many in the industry were adopting.
In 1998 and at 58 years old, Howard Jacobson started Paragon Capital Management, LLC and word spread quickly about both his financial proficiency and gregarious, friendly approach to client service and asset management, and the rest is history.
Howard managed over $100 million within the first year and began building the business. By using both stocks and bonds to create custom portfolios for his clients, Howard was able to bring a mix of reliable fixed-income cash flows and equity-based growth through portfolios that were custom designed to meet the client’s goals. At a time when the industry was gravitating towards putting clients into pre-built financial products such as mutual funds and ETFs, Paragon’s traditional way of using individual securities to manage goals, risks and taxes was attractive to their clients and prospects.