For Wealth Advisors & Independent RIAs
Your clients are paying active management fees.Most of that capital is locked inside a single strategy's approach.There is a different way to invest it.
Paradigm builds portfolios from active market data. Portfolios that can move within the mandate as market leadership moves. Under your name.
The Core Story
Every active strategy operates within the boundaries of its expertise. A deep value manager knows deep value. A quality growth manager has a genuine edge in quality growth. That specialization is not a limitation — it is the source of their edge. It is also the boundary they cannot cross without leaving what they genuinely know how to do.
When market leadership rotates outside those boundaries, the strategy lags. Not because of a mistake. Because following the rotation would mean leaving the domain of real competence. The clients who hired that strategy wait for the cycle to come back around.
Paradigm reads active market data to identify where leadership is forming within each mandate right now — and constructs portfolios from that signal. Not anchored to any single approach. Not waiting for a cycle to reverse.
The result is a portfolio that can move as leadership moves. Something no single strategy built around a defined approach can do — because doing it would mean abandoning the expertise that defines them.
What This Means for Your Practice
Three specific consequences
For independent advisors and wealth managers.
Consequence 01
A proprietary investment story
Your clients receive something no other advisor on any platform can replicate. Built from the market's full signal. Not any single strategy's approach. Presented under your name.
Consequence 02
Better economics
Replace active strategies charging 65 to 100 basis points with portfolios built from collective market intelligence at a fraction of that cost. The margin difference stays with you.
Consequence 03
Tax efficiency on active strategies
Run tax-loss harvesting on the active sleeve using the same workflow you already use for direct indexing. You operate it. Paradigm enables it. Your clients get better after-tax outcomes from both sleeves simultaneously.
The Platform Capability
One platform. Three capabilities.
Custom active strategies built to your specification, SMA conversion of existing fund exposures into customizable tax-aware portfolios, and direct and custom indexing at scale. Customization, personalization, and tax-loss harvesting run across all three — at the individual client level. You operate it. Paradigm enables it.
Most advisors manage these capabilities across multiple vendors, multiple processes, and multiple stories for clients. Paradigm consolidates them. One relationship. One interface. One coherent investment narrative for every client conversation.
How It's Delivered
Two ways to work with Paradigm.
The capability is identical in both.
Self-Serve Platform
You build it. You run it.
Access Paradigm's platform directly. Customize portfolios to your specification. Run customization, personalization, and tax-loss harvesting across both the active and indexed sleeves from a single interface. Your custodian. Your brand. Your decisions at every step.
White Glove Service
We build it. You run it.
Paradigm builds the portfolio to your specification. It sits on the platform. You operate the personalization and tax-loss harvesting for your clients from there. The investment process is yours. The construction is Paradigm's. Your clients see your name on everything.
Worth 20 minutes to see what this looks like for your practice?
Or reach us directly: jef@paradigmasset.com