Investment Advisory

At Paradigm, It’s All About You

As an Independent Advisory firm, we offer you service that is personal, private and exclusive.  We honor our relationship with you and strive to provide customer service and attention you may not find elsewhere.

• We take the time to understand your goals in life.
• We advise you on your investments, retirement goals, estate planning  and insurance needs.
• We will help you understand everything we do for you – your investments, fees, and financial plans.
• Our advice is not influenced by a corporate parent, allowing us to choose the right solutions for you.

Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.

Balancing Risk With Reward Managing Expectations

It’s easy to be disciplined about investing when the market is going up, but it’s harder to be disciplined when the market is going down. Our goal is to make sure your portfolio is fine-tuned to match your risk tolerance, to achieve your financial objectives while managing risk and volatility. Our approach includes:

• Diversification:* We will diversify your investments among a variety of asset classes to help reduce the effects of market volatility.
• Discipline: Our investment decisions are based on objective criteria, backed by in-depth research.
• Customization: Your investment plan will be structured based on your personal goals and risk tolerance.
• Simulation: We use analytical software to determine the right portfolio to meet your financial goals.

*There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.

Our Five Step Process