At Paragon Financial Advisors we are committed to providing our clients with an unsurpassed level of service and advice.
To help us accomplish this vision, we partner with Capital Directions, LLC (CD), one of the Southeast's oldest and largest investment managers, to provide portfolio management services for our clients. Founded in 1985, Capital Directions manages and advises on more than $1.2 billion, much of it through selective affiliations with independent investment advisors like us.
There are several key advantages that our partnership with CD provides our clients:
Outstanding service: Capital Directions performs many of the "mechanical" aspects of investment management for our clients - trading, portfolio construction, processing distributions, producing performance reports, etc. This frees us from these time-consuming tasks, allowing us to devote much more of our energy to being responsive to our clients' high-level planning needs and providing investment solutions that meet those needs.
Expanding our "brain trust": Because no one can be an expert in everything, we believe that professional collaboration is essential to providing superior service to our clients. Our partnership with Capital Directions gives us access to a firm that has twice been named one of the "Best Managed Firms" in the country in studies by Moss Adams, LLP on behalf of Charles Schwab & Co., Inc. Capital Directions limits the number of advisory firms it partners with, which allows the principals of Paragon Financial advisors and the principals of Capital Directions to work closely together to craft an investment plan custom-tailored to each client's unique needs, goals and values.
Accessing institutional investments: Capital Directions is one of a limited number of advisors around the country who are approved to use the institutional, asset-class funds of Dimensional Fund Advisors (DFA). DFA funds are among the most highly regarded in the investment industry, thanks to their extremely low cost structure and outstanding tax efficiency. Investors wishing to go directly to DFA must have a minimum of $2 million per fund. Thanks to our affiliation with Capital Directions, however, Paragon Financial Advisors is pleased to offer our clients access to DFA funds at greatly reduced minimums.