At Paragon Capital Management, we offer independent, fee-only financial advisory services tailored for accredited investors. Unlike commission-based models, we work solely for you—our advice is transparent, research-driven, and fully aligned with your goals.
Our business is 100% discretionary and management fee based. Fee-only advisory ensures clear, unbiased recommendations with no hidden incentives or product bias. As fiduciaries, we act in your best interest—delivering professional insights to achieve your long-term financial objectives.
Beyond portfolio construction, our advisors provide holistic wealth planning for retirement, education, liquidity events and legacy goals for accredited investors in Singapore.
Why Choose an Independent Financial Advisor
Unbiased Guidance:
Independent financial advisors are not tied to specific institutions. This means we evaluate products from multiple providers and choose only those that best fit your goals.
Transparent Fee Structure:
Our fee-only model eliminates hidden commissions. We charge based on assets under management, ensuring clarity and trust.
Holistic Wealth Planning Approach:
Your financial plan reflects your life priorities—retirement, education, and legacy goals—all integrated within one strategy. Clients benefit from diversified, multi‑asset access within a single, coordinated platform.
Our Investment Advisory Services
- Portfolio Construction: Customized asset allocation aligned with your risk appetite and meet your investment objectives.
- Multi-bank investment solutions: We manage assets across multiple custodians, offering broader diversification, independence and flexibility.
- Risk Protection: Diversification for wealth preservation.
Our independent financial advisors combine global markets expertise with local insights to deliver disciplined advice that adapts to changing conditions.
Fee-Only Advisory Benefits
Choosing a fee-only model means:
- Transparent pricing and no commissions
- True alignment with your best interests
- Continuous fiduciary responsibilities
- Objective recommendations independent of product providers
Why Paragon Capital Management
PCM maintains a high client retention rate. We complement investment management with a client-centric service ethos, characterized by proactive communication (fund reports, investor letters, in-person briefings), and supported by accessible and responsive service.
Our team comprises mainly veterans from the banking, wealth management, asset management and financial sectors with deep experience to navigate the complex market dynamics. Also, these private banking experiences have been instrumental in shaping our industry knowledge and the importance of client-focused strategies.
We combine deep investment research, transparency, and long-term perspective. Our independence ensures every strategy is guided by your goals—not ours.
