ABOUT US

 
ParagonCapitalConsultants provides unparalleled personalized wealth management, financial and advisory services to our Family Office and portfolio of Companies located in over three countries. We are here to ensure that all of our portfolio and partners receive qualitative and quantitative feedback to ensure that every decision is made to assess and mitigate risk while identifying growth opportunities, and adapting to market trends. At ParagonCapitalConsultants, we remain ready and able to serve our portfolio companies and partners and guide them as they manage the preservation and growth of wealth for generations that follow.

Our team’s wealth management philosophy is based on the notion that independent advice and a robust investment platform are the two requirements of sophisticated investors. Through our role as an independent consultant, we strive to provide practical, actionable advice for our clients while preserving and enhancing their wealth through the following:

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  • Outsourced CIO Model – we manage portfolios on a discretionary basis for our Family of Companies within our Holdings, using proprietary investment strategies designed to reduce risk and are geared towards helping our partners meet their investment objectives. This allows us to implement more sophisticated portfolios and proactively take advantage of dynamic market conditions.

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  • Risk Management – our team has over 50 years of experience in advising clients  and successfully navigating challenging markets by carefully managing the risk in our clients’ portfolios.  We routinely stress test our portfolios for statistical improbabilities, which can impact our clients capital needs for corporate growth.

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  • Independence – we act as a boutique investment partnership within some of Wall Street’s largest firms by utilizing non-proprietary, 3rd party research to assist in addressing the capital needs of our clients, while leveraging our firm’s vast resources.

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  • Discipline – we believe there is an added value of hiring our team as a consultant to diligently assess the portfolio’s allocation and evaluate the external investment management options. Unlike investing directly with a money manager, we remain  objective and are able to make the difficult decision of firing under-performing managers from our clients’ portfolios to ensure that our clients are always working with ‘best in class’ independent portfolio managers.

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  • Research – selecting a portfolio’s investment managers is a tremendous responsibility which is both ongoing and dynamic.  Investment decisions are made by our team, and are based on rigorous quantitative and qualitative research, our decades of market experience, and most importantly, our clients’ risk tolerance and cash flow needs.