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Paragon Capital Management was established to provide professional wealth management at a personal level. We do so by managing portfolios comprised of individual securities.
The forces impacting the economy are both complex and dynamic. In many ways, the stock market is as much a reflection of those factors as it is of individual company performance.
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.
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.
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.
If you would like to better understand how Paragon Capital Management, LLC can protect and grow your portfolio, give us a call to get in touch with our team of investment and wealth management professionals.
800-508-4605Our mission is to build relationships that transcend generations by providing the highest investment performance and client experience possible through a dedicated focus on individual client goals and a responsibility to our community. We are structured to provide fully-customizable portfolios based on your unique needs, meaning that you will never be placed into a prefabricated investment solution. Our long-term relationships are built through our performance and personal touch - we treat our clients as members of our family. Paragon Capital Management, LLC, is a Registered Investment Advisory with the Securities and Exchange Commission.
Our Story
Craig Novorr was handpicked to join Paragon Capital after a highly successful 10-year period at UMB where he served as Vice President & Portfolio Manager. Mr. Novorr’s success co-managing the UMB Scout Technology Fund and Scout Growth Fund demonstrated his unique abilities in identifying investment opportunities and – more importantly – building strong relationships.
Howard Jacobson founded Paragon Capital Management in 1998 with the promise to instill a high level of personal service and dedication to the clients who put their trust in his vision. Mr. Jacobson has earned a well-deserved reputation for investment excellence over a 40-year career that began following his graduation from the University of Missouri with a Bachelors of Science in Banking & Finance.
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