Investment Management
Investment Management
Investment management is a vital cornerstone for achieving lasting wealth in today’s complex environment. We strive to provide a world-class experience through a dual approach that combines "top-down" market insights with "bottom-up" fundamental analysis.
Adviser-Managed Risk-Weighted Allocations
Our portfolios are tailored to each investor's unique risk profile, incorporating a diverse range of assets such as stocks, bonds, mutual funds, ETFs, and UITs.
Adviser-Managed Custom Allocations
When a more personalized approach is needed to reach your ultimate goals—something traditional asset allocation often overlooks—we offer flexible support options. Whether you prefer ongoing allocation guidance or high-level consultative sessions, we are well-equipped to assist you by:
- Managing concentrated positions in individual securities
- Establishing non-discretionary custom allocations
- Utilizing multiple strategies through our Unified Managed Account (UMA) platform
- Providing risk-weighted allocations
Offering custom strategies with strategist-managed accounts
Sub-Advised Investment Allocations
Featuring an investment partnership with renowned investment adviser, Signature Investment Advisors (SIA). SIA serves as an execution point for some of Paradigms most esteemed clients with over 25 years in investment management expertise.
In instances where our core strategies may not fully meet your objectives, we can connect you with a highly vetted group of direct third party investment options. This allows us to collaborate with external investment teams while preserving the trust and integrity of our client relationships.
