Paragon Capital Management is an RIA offering individualized investment management using individual stocks, bonds, structured products, alternative investments, and financial planning.
1998
Privately held
Balanced risk management to protect against downside risks while capitalizing on upside opportunities.
Overland Park, Ks, United States
About
Mission
To build relationships that transcend generations, focusing on delivering the highest investment performance and client experience tailored to individual goals.
Values
Customization, risk management, generational wealth building, and client-centered service.
Participant Demographics
High Net Worth Individuals, Very High Net Worth Individuals, Ultra High Net Worth Individuals, institutional clients, multi-generational families.
Track Record
Team Experience
Nearly two decades of experience in wealth management by CIO Craig Novorr.
Notable Achievements
Successfully managed over $100 million in the first year of operation.
Project Track Record
Custom portfolios for high-net-worth and institutional clients involving structured notes and fixed-income securities.
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Overland Park, Ks, United States
Legal & Compliance
SEC
No major violations disclosed.
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