Paragon's Custom Portfolios

Our custom equity portfolios employ a comprehensive investment process to provide investors with institutional quality investment management. Paragon Wealth Management has developed alliances with key partners to bring their investors an unparalleled level of diversification, customization and simplification.

At the core of the Custom Equity Portfolios are strategic alliances with two Portfolio Strategists - Wilshire Associates and PanAgora Asset Management. Both firms offer model portfolios customized to each investor's risk/return profile.

In constructing the Custom Equity Portfolios, portfolio strategists select from a group of leading institutional investment managers who have been selected as Best of Class based on the rigorous due diligence of Wilshire Associates.

An overlay manager then combines all the various strategies into a single account, making tax, risk and customization decisions unique to each client.

We have partnered with Parametric Portfolio Associates to provide the overlay management for our Custom Equity Portfolios.