PARAGON ASSET MANAGEMENT INC.

Overview

Paragon Asset Management Inc. is a small, owner-operated advisory firm that provides discretionary portfolio management to individuals, families and small business or institutional clients. The firm runs accounts on a percentage-of-assets fee model and focuses portfolio construction around pooled public funds and separately managed account structures rather than heavy direct-stock trading. Paragon does not identify as an active ESG investor and its regulatory footprint is limited in scope — the firm serves a concentrated client base and operates under a single-owner corporate structure. Investment practice centers on using mutual funds and manager-driven vehicles to implement core equity and fixed income exposure, supplemented by third-party real estate strategies for clients seeking alternative diversification. Advisory activity spans household wealth management and tailored portfolios for small businesses or institutional clients; all of the firm’s disclosed advisory assets are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices