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 StoryWealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action thatresulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumercomplaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience;C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm reviewbased on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client householdsserved; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore maynot manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is noguarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
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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