Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. Paragon's approach to equity investing is based on fundamental analysis and reinforced by the discipline of Strategic Asset Allocation.
Key fundamental metrics used when analyzing a company include: balance sheet strength, cash flow and debt obligations, relative price/earnings, dividend history and future growth opportunities. This conservative approach achieves long-term growth without. Our approach is about doing what's right for our clients.
Key fundamental metrics used when analyzing a company include: balance sheet strength, cash flow and debt obligations, relative price/earnings, dividend history and future growth opportunities. This conservative approach achieves long-term growth without. Our approach is about doing what's right for our clients.
Services
The Firm
Report
Paragon is an independent wealth management firm dedicated to providing disciplined investment counsel to discerning clients, including individual investors, private companies, family trusts, and foundations. Paragon's overall investment approach is value-based, with strategic asset allocation being a priority in achieving the specified goals and objectives of each client.
Investment Approach
Report
Paragon's approach to equity investing is based on fundamental analysis and reinforced by the discipline of Strategic Asset Allocation. Key fundamental metrics used when analyzing a company include: balance sheet strength, cash flow and debt obligations, relative price/earnings, dividend history and future growth opportunities.
Client Relations
Report
Paragon's disciplined investment management process coupled with a personal and well thought out approach to your financial goals is the basis of building and growing our long-term relationship. With more than 20 years of experience in global financial markets, Paragon's portfolio managers have the knowledge and wisdom to make prudent investment decisions on your behalf.
Reviews
Be the first to review Paragon Private Wealth.
Write a Review
