Wealth Management

Our investment process reflects our strong commitment to our fiduciary responsibility to place our clients’ interests ahead of our own. Our process is client-focused, strategic, disciplined, diligent, and above all – objective.

Perhaps one characteristic that sets us apart we have very much an asset allocation driven process – and while due diligence at the stock or bond level is a huge part of that, we focus on the dynamics of the total portfolio. Each of these positions/strategies plays a part in adding to the risk return profile of the total portfolio, helping to improve the ratio of expected return vs. standard deviation.

When asked "why we are different than other money managers"; without hesitation we would say it’s because we are Independent Advisors; with complete latitude to align ourselves with the finest and well respected institutional managers available. We are very passionate about the value-add the use of institutional money managers bring to a relationship. Working with a professional advisor like Paradigm Financial Partners gives our clients an advocate on their side of the table.

As a "Manager of Managers" we’ve aligned ourselves with the best in class "Core" managers but add additional value by opening up a client’s portfolio to critical "Satellite/Alternative Strategies" not traditionally available or used by institutions (hard asset funds, REITs, Equipment Leasing, Hedge funds, Private Equity, Managed Futures, etc.).

 

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Check the background of this financial professional on FINRA's BrokerCheck