Our approach to developing investment policies is based on a thorough analysis of your assets (including stock options, real estate holdings, and business ventures), retirement benefits, current and future tax position, cash flow, risk, time horizon, and return requirements.
We stress test our models and assumptions to ensure financial security is achievable and that your portfolio will perform well in good times and bad and, most importantly, that your assets will last.
This process involves periodic reports to keep you informed about your investment performance, tax standing, and asset positioning. Our recommendations are highlighted and implemented in those situations where we have a discretionary authority. Advisory relationships leave the implementation phase up to your discretion.
Paragon Capital Management also assists with estate planning, charitable gifting, educational funding, and risk management strategies. We frequently assist executives with career transition advice by helping them to quantify alternative career opportunities and aiding with employment contract negotiations.
We rise to the challenge when presented with out-of-the-ordinary requests and analyses, and we view these as opportunities to add value.
We stress test our models and assumptions to ensure financial security is achievable and that your portfolio will perform well in good times and bad and, most importantly, that your assets will last.
This process involves periodic reports to keep you informed about your investment performance, tax standing, and asset positioning. Our recommendations are highlighted and implemented in those situations where we have a discretionary authority. Advisory relationships leave the implementation phase up to your discretion.
Paragon Capital Management also assists with estate planning, charitable gifting, educational funding, and risk management strategies. We frequently assist executives with career transition advice by helping them to quantify alternative career opportunities and aiding with employment contract negotiations.
We rise to the challenge when presented with out-of-the-ordinary requests and analyses, and we view these as opportunities to add value.
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© 2004 - 2007 Paragon Capital Management. All rights reserved.
Development by MindShare HDV LLC.
© 2004 - 2007 Paragon Capital Management. All rights reserved.
Development by MindShare HDV LLC.
