Niche Client Base Paragon Outcomes primarily serves ultra-high net worth families, indicating opportunities to develop tailored wealth management solutions and exclusive investment products for high-net-worth individual clients or family offices.

Flexible Investment Approach With an opportunistic investment mandate spanning real assets and credit, Paragon is open to structuring investments in various forms including direct transactions and co-investments, presenting avenues for partnership or tailored financial services.

Growth Potential Operating within the mid-sized investment advisory space with revenues between one and ten million dollars, there is potential to expand client offerings and attract more high-net-worth investors seeking customized asset management options.

Technology Usage Utilizing a modern tech stack including WordPress and Google tools, Paragon demonstrates openness to leveraging technology for client engagement and marketing, which could be enhanced with advanced analytics and digital solutions to attract new clients.

Market Positioning In a competitive environment alongside larger healthcare and financial firms, Paragon’s specialization in real assets and credit investments allows for differentiation, presenting opportunities to partner with or provide services to similar clients looking for alternative investment strategies.