Paragon Capital Management

About Paragon Capital Management

Paragon Capital Management is an SEC-registered investment adviser organized in 1998 as a limited liability company in the state of Kansas. It is headquartered in Overland Park, Kansas, and works as an independent wealth management organization offering comprehensive financial planning and portfolio management. Its mandate is to help individuals and business owners pursue long-term financial goals using tailored asset allocation and disciplined investment selection. Over more than two decades it has kept a steady presence in the Midwestern United States financial services sector, with attention to fiduciary standards and personalized client service. That longevity reflects a stable organizational structure and a consistent method for managing private wealth through different market cycles. Portfolios are diversified across individual equity securities, exchange-traded funds (ETFs) and mutual funds. The firm also uses fixed-income instruments, namely U.S. government, municipal and corporate bonds, along with preferred stocks, structured notes and money market funds. Fundamental analysis drives the process, which aims at long-term capital preservation and growth. The geographic focus is the United States, with a broad domestic client base. Combining internal research with external market data, the firm builds asset-allocation strategies matched to each investor's risk tolerance and objectives, and it favors liquid, transparent vehicles that can adapt to changing economic conditions within stated mandates. The firm serves as a primary advisor and also as a sub-advisor to unaffiliated primary advisors on the Schwab Advisor Marketplace. Its clients include individuals, high-net-worth individuals, foundations, trusts and estates. Its principal office is in Kansas, and its institutional brokerage capabilities support clients across the United States. The organization is structured to support technical expertise in legacy and retirement income planning, backed by a focused professional staff and a robust regulatory compliance framework, so that sophisticated solutions come with the personalized attention that marked its founding.

Real estate mandate

Contacts at Paragon Capital Management