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Paradigm

Paradigm

Strategies in Wealth Management

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Investment Philosophy

At Paradigm, we believe:

  • The whole is greater than the sum of its parts. 
  • Diversification across fixed income and equities reduces risk.
  • A long-term approach is key to achieving your goals.
  • Time in the market is more important than timing the market.
  • Investment fads, day-trading, meme stocks, or illiquid cryptocurrencies will never be part of our recommendations for a sound investment strategy.
  • We keep investment costs low by reducing and eliminating transaction costs and fund expenses.
  • We work to reduce tax liability for our clients whenever possible, optimizing portfolios to reduce income and capital gain taxes.

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COMMITMENT . COLLABORATION . COMPASSION . CONTRIBUTION

Paradigm Strategies in Wealth may discuss and/or transact business only with residents of the states in which they are properly registered, required to notice file or exempt from notice filing.

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