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Individual Personal Investments

At Paradigm, It’s All About You

As a boutique advisory firm, we offer you service that is personal, private and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. We honor our relationship with you and strive to provide customer service and attention you may not find elsewhere.

  • We take the time to understand your goals in life and how you feel about your money.
  • We can advise you on all your financial affairs – investing, retirement, estate planning, insurance, and other issues – or design a plan to address a single aspect of your finances.
  • Your financial plan shows you what you need to do to finance your goals in life.
  • Your portfolio is tailored to your goals and your ability to withstand market losses.
  • Investments are monitored and you receive reports quarterly about performance.
  • You will understand everything we do for you – your investments, fees, and financial plans.
  • As a privately held independent advisory firm, our advice is not influenced by a corporate parent and we are free to chose the right solutions for you.

Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.

Our Five Step Process

At Paradigm Consulting, Inc. we follow a five-step process that helps to ensure investment decisions are made rationally, based on your long-term goals. We take the emotion out of investing. The five steps are:

  1. Discovery. In order for us to design a plan to help you meet your financial goals, we gather specific personal and financial information from you. Paradigm’s Discovery Session is designed to clarify your investment objectives based on your life goals, fears, opportunities and past experiences. Your Paradigm investment team will work with you to draw a clear picture of who you are and where you are going. Paradigm will use that information not only to design your investment portfolio but also to monitor it and make sure it continues to meet your goals through the years.
  2. Financial Analysis And Suitability. Based on the financial goals and assumptions you provide, we calculate the likelihood of realizing your financial goals.
  3. Paradigm Investment Blueprint. Once we clearly understand your financial objectives and have established your risk/return profile, we develop and implement a customized investment strategy, utilizing our proprietary manager scorecard system.
  4. Portfolio Monitoring And Rebalancing*. Managing your investments effectively takes time and a steady focus. Market forces and economic conditions are constantly changing, which affects your asset mix and prompts the need for reallocation and rebalancing. We continually monitor your investment portfolio and then clearly communicate these changes to you, which includes sending you a quarterly investment report.
  5. Reporting. Each quarter, we show you exactly where you stand in relationship to your goals and objectives.

*Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. When rebalancing a non-retirement account, taxable events will be created that may increase your tax liability.

Balancing Risk With Reward

Managing Expectations

It’s easy to be disciplined about investing when the market is going up, but it’s harder to be disciplined when the market is going down. Our goal is to make sure your portfolio is fine-tuned to match your risk tolerance, so that together we can help achieve your financial objectives while managing risk and volatility. To get there we will use:

Diversification:* We will diversify your investments among a variety of asset classes to help reduce the effects of market volatility.

Discipline: Our investment decisions are based on objective criteria, backed by in-depth research.

Customization: Your portfolio will be structured based on your personal risk tolerance level.

Simulation: We will use analytical software to determine the right portfolio to meet your financial goals.

Are you ready to tell us all about you?  
Contact us and find out how we can help achieve your goals.

*There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.


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Form CRS

Securities and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a Registered Investment Advisor. Additional investment advisory services offered through Paradigm Consulting, Inc., a Registered Investment Advisor, not affiliated with Royal Alliance Associates, Inc. Fixed and/or traditional insurance services offered through Paradigm Consulting, Inc. Paradigm Consulting, Inc. is not affiliated with Royal Alliance Associates, Inc. or registered as a Broker-Dealer.

Paradigm Consulting, Incorporated and Paradigm Benefits are separate entities. Paradigm Benefits is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DE, FL, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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