Performance Reports

At Paramount Associates Wealth Management, we believe that informed decisions begin with clarity. Our 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 modeling, 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 built for investors seeking balanced growth supported by a disciplined, research-driven investment process. This globally diversified portfolio blends equity, fixed income, cash, and alternative assets based on our strategic modeling framework

The report includes long-term performance results, annualized returns, rolling period data, risk metrics, sector allocations, and geographic exposure. It also provides insight into how current economic conditions — including inflation trends, global momentum, and macro-level policy shifts — may influence portfolio positioning.

This strategy is often suited for clients who want a measured approach that supports long-term goals while managing volatility thoughtfully.

Dynamic Moderately Aggressive Strategy — Performance Report

Q2 2025 | As of June 30, 2025

The Dynamic Moderately Aggressive Strategy reflects a higher-growth orientation while maintaining a diversified and risk-aware structure. With an emphasis on equity exposure and market leadership trends, this strategy seeks to capture long-term appreciation opportunities across U.S. and international markets.

Inside the report, readers will find performance tables, benchmark comparisons, sector positioning, global allocation details, and commentary on the macroeconomic themes shaping portfolio decisions. This strategy is typically appropriate for investors with a longer time horizon and a willingness to navigate market fluctuations in pursuit of enhanced returns.

Dynamic Moderate Taxable Strategy — Performance Report

Q2 2025 | As of June 30, 2025

The Dynamic Moderate Taxable Strategy is designed to support investors managing assets in taxable accounts, with an emphasis on long-term efficiency and thoughtful risk control. This approach incorporates diversified exposure while considering the tax implications of turnover, asset selection, and timing.

The report outlines historical performance, tax-sensitive allocation decisions, sector and geographic exposure, and risk characteristics. It provides insight into how the strategy balances growth, income, and preservation in a way that aligns with taxable investment objectives.

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Investment Advisory Services offered through Paramount Associates Wealth Management, a Registered Investment Adviser.

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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