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Paragon Capital Management, LLC

Wealth Management, Asset Management

Paragon Capital Management is an RIA offering individualized investment management using individual stocks, bonds, structured products, alternative investments, and financial planning.

Overview and Management

Establishment Year

1998

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.

Investment Roles

Direct Investor, Intermediary

Participant Demographics

High Net Worth Individuals, Very High Net Worth Individuals, Ultra High Net Worth Individuals, institutional clients, multi-generational families.

Generational Wealth Planning

Focuses on legacy planning, sustainable investments, and ensuring wealth preservation for future generations.

Risk Tolerance

Balanced risk management to protect against downside risks while capitalizing on upside opportunities.

References or Case Studies

Detailed strategies and performance data available to qualified investors upon request.

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.

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

SEC

Compliance History

No major violations disclosed.

Email

operations@paragoncap.com

Phone Number

913-451-2254

Address

Overland Park United States

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Frequently Asked Questions

What services does Paragon Capital Management, LLC offer?

Paragon Capital Management, LLC provides a range of investment management services tailored to meet individual client goals. Our focus is on delivering high investment performance while building lasting relationships. We work closely with clients to create customized investment strategies that align with their financial objectives. - Personalized investment strategies - Comprehensive financial planning - Ongoing performance monitoring

How does Paragon Capital Management, LLC ensure client satisfaction?

At Paragon Capital Management, LLC, client satisfaction is paramount. We prioritize open communication and transparency, ensuring our clients are informed and engaged throughout their investment journey. Our commitment to high performance and personalized service fosters strong, lasting relationships with our clients. - Regular updates and consultations - Tailored investment approaches - Focus on long-term client goals

What makes Paragon Capital Management, LLC different from other firms?

Paragon Capital Management, LLC stands out through its dedication to building relationships that transcend generations. Our personalized approach to investment management, combined with a commitment to high performance, ensures that we cater to the unique needs of each client, setting us apart from other firms. - Strong emphasis on relationship building - Customized investment solutions - Focus on long-term success