Paragon Capital Management, LLC provides our clients with tax-efficient, custom-built portfolio strategies that seeks opportunities in the stock market while also limiting and keeping an ever-present eye on risk. We build each of our client’s portfolios unique to their needs, risk tolerance, and objectives, blending various strategies and financial vehicles to best suit them as investors.
Paragon Capital Management, LLC provides our clients with tax-efficient, custom-built portfolio strategies that seeks opportunities in the stock market while also limiting and keeping an ever-present eye on risk. We build each of our client’s portfolios unique to their needs, risk tolerance, and objectives, blending various strategies and financial vehicles to best suit them as investors.
In our search for tax-efficient strategies and a goal of minimizing taxable events in their portfolio while protecting against downside risk, we discovered structured financial products. These are portfolio solutions often used by endowments, foundations, and pension plans to mitigate risk and protect the downside while also participating the upside potential of the market. These products are not typically available to individual investors, but our deep bench of financial experts and experience in the industry allowed us to change that. Today, Paragon Capital Management, LLC has become known within the financial industry for its mastery of structured products and its ability to create custom portfolio solutions that are tailor-made for our clients.
We utilize a combination of stocks, bonds, and structured products to create tax-efficient, risk-mitigating, downside-protecting, and highly-effective portfolios. We utilize a laddering strategy and high-volume equities to ensure that our clients have a constant cash flow and access to capital when they need it.
As a boutique wealth management firm that caters to affluent and ultra-affluent clients and organizations, we prefer to take the approach that each of our clients deserves a portfolio that is unique to them, rather than being put into investments that were created for others. This is in line with the very founding of our firm, which set out to offer a client-focused approach as the rest of the industry began to focus on impersonal and aggressive firm-size growth strategies.
While we do have in-house experts who can assist our clients with any issues or questions that they may have regarding their portfolios or overall financial needs, our main focus is our clients’ investments and creating portfolios that can provide enormous upside potential while also mitigating downside risk.
We do not focus on business development or flashy sales pitches. Instead, we allow our performance and reputation to build our firm the old-fashioned way - one portfolio at a time.
If you are looking for a boutique wealth management firm that provides the service level of a family office with the performance of an institutional investment firm, Paragon Capital Management, LLC should be the place that your portfolio calls home.
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.
