A complete list of active advisors currently associated with Paradigm Capital Management

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

Paradigm Capital Management provides individualized investment management to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable accounts. The firm operates as a fee-only registered adviser and manages client portfolios on a discretionary basis using ETFs, individual equities, and occasional bonds or mutual funds. The firm's investment process combines fundamental and statistical analysis and emphasizes a patient, disciplined approach intended to manage risk while permitting more concentrated positions in industries or companies the adviser identifies as having potential. Clients grant Paradigm discretionary trading authority and the firm monitors accounts continuously, delivering quarterly reports and written commentaries. Distinctive features include a single-advisor practice overseeing roughly $160 million in regulatory assets under management and a stated household minimum of $500,000, which may be higher than many independent peers. Paradigm requires custody at Charles Schwab & Co., Inc., does not participate in soft-dollar arrangements, and generally does not vote proxies on clients' behalf, which can affect execution, custody choices, and proxy handling compared with other advisers.

To learn more about the advisors currently working at Paradigm Capital Management, 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.