Our approach to developing investment policies is based on a thorough analysis of your assets (including corporate benefit plans, real estate holdings, and business ventures), retirement benefits, current and future tax position, cash flow, risk, time horizon, and return requirements.
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.
We rise to the challenge when presented with out of the ordinary requests and analyses. . .
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.