A complete list of active advisors currently associated with Paradigm Asset Management,Inc.

Warmer can help you find a great advisor at Paradigm Asset Management,Inc. or one who fits your needs even better.

Paradigm Asset Management provides investment management and financial planning to individual clients and certain pension and profit‑sharing plans, delivering asset allocation plans and portfolio management services. As of December 31, 2025 the firm reported managing approximately $58.53 million of client assets on a nondiscretionary basis. The firm’s investment approach centers on asset allocation using primarily no‑load or load‑waived mutual funds, with individual securities used on a limited basis, and employs both fundamental and technical analysis to construct long‑term plans. Accounts are managed on a largely nondiscretionary basis—clients may impose restrictions and receive quarterly custodian statements and written quarterly reports, while the firm’s sole investment representative monitors accounts daily and performs formal reviews at least quarterly with semiannual in‑person reviews available. Compared with peers, Paradigm operates as a solo practitioner managing a substantial nondiscretionary book of business and charges advisory fees based on a percentage of assets under management rather than alternative fee models. The firm does not act as a private fund adviser but refers clients to third‑party real estate limited partnerships in which the firm’s principal co‑invests (no referral fees are received), and it discloses potential conflicts related to custodial relationships and fee‑deduction authority under its institutional custodian arrangements.

To learn more about the advisors currently working at Paradigm Asset Management,Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.