GIPS Performance Reports

At Paramount Associates Wealth Management, we believe that informed decisions begin with clarity. Our GIPS Performance Reports are designed to give clients a transparent view of how our investment strategies are constructed, how they respond to changing market conditions, and how they work within a long-term financial plan. Each report reflects the disciplined process we apply across every portfolio — integrating risk management, market insights, allocation modelling, and ongoing monitoring

These reports include detailed performance data, benchmark comparisons, sector and regional exposure, and commentary on the economic factors influencing portfolio positioning. Whether an investor is evaluating risk tolerance, preparing for retirement, or seeking a deeper understanding of diversified global strategies, these reports provide the perspective needed to make confident, well-informed financial decisions.

Our goal is simple: support clients with the information and insight required to pursue long-term financial success with clarity and purpose.

Dynamic Moderate Strategy — Performance Report

Q2 2025 | As of June 30, 2025

The Dynamic Moderate Strategy is designed for investors seeking balanced growth supported by a disciplined, research-driven investment process. Built under our Investment Policy Statement framework, the portfolio combines global equities, fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations to position the portfolio across U.S., Developed International, and Emerging Markets.

The strategy maintains flexibility across asset classes while emphasizing diversification and risk management. Public and private alternatives are incorporated to enhance stability and improve risk-adjusted returns. Tactical adjustments are made when economic conditions warrant, while remaining anchored to a long-term strategic allocation and disciplined rebalancing framework.

Performance is measured against a blended benchmark of 55% MSCI ACWI (All-Cap World Stock Index) and 45% Bloomberg Global Aggregate Bond Index, consistent with the Moderate benchmark outlined in our IPS. Investments are continuously monitored for performance, risk characteristics, cost efficiency, and organizational stability, ensuring alignment with long-term objectives and thoughtful volatility management.

Dynamic Moderate Taxable Strategy — Performance Report

Q2 2025 | As of June 30, 2025

The Dynamic Moderate Taxable Strategy is designed for investors seeking balanced growth with an emphasis on tax efficiency. Built under our Investment Policy Statement framework, the portfolio combines global equities, fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.

The strategy maintains flexibility across asset classes while emphasizing diversification, risk management, and after-tax outcomes. We utilize tax-efficient ETFs and mutual funds, manage capital gains exposure, incorporate strategic tax-loss harvesting when appropriate, and thoughtfully position income-producing assets. Public and private alternatives are integrated to enhance stability and improve risk-adjusted returns within a disciplined rebalancing framework.

Performance is measured against a blended benchmark of 55% MSCI ACWI (All-Cap World Stock Index) and 45% Bloomberg Global Aggregate Bond Index, consistent with the Moderate benchmark outlined in our IPS. Investments are continuously monitored for performance, risk characteristics, cost efficiency, tax impact, and organizational stability to ensure alignment with long-term objectives and prudent volatility management.

Dynamic Moderately Aggressive Strategy — Performance Report

Q2 2025 | As of June 30, 2025

The Dynamic Moderately Aggressive Strategy is designed for investors seeking higher growth potential within a disciplined, research-driven framework. Built under our Investment Policy Statement, the portfolio emphasizes global equity exposure complemented by fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.

The strategy maintains flexibility across market capitalizations, styles, regions, and alternative allocations, allowing for tactical adjustments when economic conditions warrant. Public and private alternatives are incorporated to enhance diversification and improve risk-adjusted returns, while disciplined rebalancing keeps the portfolio aligned with its long-term strategic allocation.

Performance is measured against a blended benchmark of 70% MSCI World All Cap Index and 30% Bloomberg Global Aggregate Bond Index, consistent with the Moderately Aggressive mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, and organizational stability to ensure alignment with long term growth objectives and prudent risk management.

Dynamic Moderately Aggressive Taxable Strategy Report

Q2 2025 | As of June 30, 2025

The Dynamic Moderately Aggressive Taxable Strategy is designed for investors seeking higher long-term growth potential with a tax-aware investment approach. Built under our Investment Policy Statement framework, the portfolio emphasizes global equity exposure complemented by limited fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.

The strategy maintains flexibility across market capitalizations, styles, regions, and alternative allocations, allowing tactical shifts as economic conditions evolve. For taxable investors, we emphasize tax-efficient ETFs and mutual funds, capital gains management, and opportunistic tax-loss harvesting where appropriate. Public and private alternatives are incorporated to enhance diversification and improve risk-adjusted returns within a disciplined rebalancing framework.

Performance is measured against a blended benchmark of 75% MSCI World All Cap Index and 25% Bloomberg Global Aggregate Bond Index, consistent with the Moderately Aggressive Taxable mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, tax impact, and organizational stability to ensure alignment with long-term growth objectives and prudent risk management.

Dynamic Aggressive Strategy Report

Q2 2025 | As of June 30, 2025

The Dynamic Aggressive Strategy is designed for investors seeking maximum long-term growth within a disciplined, research-driven framework. Built under our Investment Policy Statement, the portfolio emphasizes significant global equity exposure complemented by selective fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.

The strategy maintains broad flexibility across market capitalizations, styles, regions, and alternative allocations, allowing for tactical shifts as economic conditions evolve. Public and private alternatives are incorporated to enhance diversification and improve risk adjusted returns, while disciplined rebalancing ensures alignment with the portfolio’s long term strategic targets.

Performance is measured against a blended benchmark of 85% MSCI World All Cap Index and 15% Bloomberg Global Aggregate Bond Index, consistent with the Aggressive mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, and organizational stability to support long-term growth objectives while maintaining prudent oversight of portfolio risk.

Dynamic Aggressive Taxable Strategy Report

Q2 2025 | As of June 30, 2025

The Dynamic Aggressive Taxable Strategy is designed for investors seeking maximum long-term growth with a tax-aware approach. Built under our Investment Policy Statement framework, the portfolio emphasizes substantial global equity exposure complemented by selective fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.

The strategy maintains broad flexibility across market capitalizations, styles, regions, and alternative allocations, allowing tactical adjustments as economic conditions evolve. For taxable investors, we emphasize tax-efficient ETFs and mutual funds, active capital gains management, and opportunistic tax-loss harvesting where appropriate. Public and private alternatives are incorporated to enhance diversification and improve risk-adjusted returns within a disciplined rebalancing framework.

Performance is measured against a blended benchmark of 92.5% MSCI World All Cap Index and 7.5% Bloomberg Global Aggregate Bond Index, consistent with the Aggressive Taxable mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, tax impact, and organizational stability to support long term growth objectives while maintaining prudent oversight of portfolio risk.

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Paramount Associates Wealth Management is a registered investment advisor located in Colorado. Paramount Associates Wealth Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Paramount Associates Wealth Management maintains clients. Associates web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Paramount Associates Wealth Management web site on the Internet should not be construed by any consumer and/or prospective client as Paramount Associates Wealth Management solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Paramount Associates Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Paramount Associates Wealth Management, please go to adviser.info.sec.gov. Please also see a copy of our Form CRS. A copy of Paramount Associates Wealth Management’ current written disclosure statement discussing Paramount Associates Wealth Management business operations, service, and fees is available from Paramount Associates Wealth Management upon written request. Paramount Associates Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Paramount Associates Wealth Management web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Paramount Associates Wealth Management) made reference to directly or indirectly by Paramount Associates Wealth Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Paramount Associates Wealth Management web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Paramount Associates Wealth Management (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Paramount Associates Wealth Management, or form any other investment professional. Paramount Associates Wealth Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Paramount Associates Wealth Management web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Paramount Associates Wealth Management, or from any other investment professional.

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