PARADIGM ASSET MANAGEMENT,INC.

Overview

Paradigm Asset Management, Inc. is a small, individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges advisory fees based on a percentage of assets under management and operates with a non-discretionary mandate: clients retain trading authority while Paradigm provides advice and portfolio recommendations. Investment activity shows a clear tilt toward fixed-income solutions, with a material allocation to investment-grade corporate bonds and supplemental exposure through mutual funds and corporate debt instruments. Paradigm is not identified as an active ESG investor and its client base centers on individual and family relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices