Portfolio Management

A New Standard Of Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Using a wealth of resources, we gain insight into the risk and return characteristics of different investment options. Our research, proprietary macro rankings, and ongoing due diligence help us select a mix of asset classes that closely matches your individual preferences and appetite for risk. This approach weighs several factors – global growth, monetary policy, and valuations. Depending on the global economy, the perceived value of each factor may change. Updates of the global asset allocation are made on an ongoing basis, our investment strategy is active and has the ability to change with updates in the global economic cycle within the parameters of each client’s Investment Policy Statement.

Paramount Associates Wealth Management utilizes investments in both the public and private markets*. Ongoing analysis ranks mutual funds, exchange traded funds, and private market investments based on risk adjusted return, rank in category, expense, potential capital gain exposure, capture ratio, beta, and alpha. Individual stocks account for the majority of the domestic equity allocation within the Dynamic Asset Allocation models.

Our priority is to make informed financial decisions about the components of your portfolio. We also take care to assess the ongoing tax implications of your plan. When your needs and situation evolve, we adjust accordingly to ensure we are always in sync with you and measuring up to your expectations.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results. *Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount – it is important to understand all risks involved.

Comprehensive Reviews

Staying on top of trends and events that influence the investment environment and your portfolio’s performance is crucial for us. We rely on deep resources, analysis and the insight of our team to keep your financial objectives in sight and help drive smart decision-making.

© 2025 Paramount Associates Wealth Management. Paramount Associates Wealth Management is a Registered Investment Advisor (RIA) located in Greenwood Village, CO. Providing Business Planning, Estate, Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, and Risk Management.

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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