PARADIGM MONEY MANAGEMENT, LLC

Overview

Paradigm Money Management, LLC is a privately held limited liability company run by an individual owner that markets itself as a capital allocator and advisor. Its stated advisory activities include financial planning, pension consulting, selecting other advisers on behalf of clients, and running educational seminars and workshops. The firm operates with a fixed-fee (and other fee) structure rather than a traditional asset-based advisory fee schedule and identifies itself as an active ESG investor when evaluating opportunities. Paradigm positions itself to use outside managers and funds rather than relying solely on in-house strategies, which aligns with its role in selecting other advisers. The firm also lists an affiliation with an insurance company, suggesting some degree of institutional or product linkage on the insurance side of client solutions.

Investments & Alternatives

Location & Offices