Paramount Investments is a registered investment advisor founded in 2013 and based in Lutherville, Maryland. Owned and operated by William F. Kauffman V, the firm offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. Paramount Investments builds personalized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific goals, time horizon, and risk tolerance. The investment philosophy focuses on long-term growth by purchasing quality companies at fair prices, using fundamental and technical analysis, and maintaining a diversified asset allocation. Financial planning and consulting services—covering retirement planning, personal savings, education funding, and investment strategy—are included as part of the standard investment management services. Paramount Investments operates on a fee basis, charging a percentage of assets under management, and may also enter into performance-based fee arrangements with qualified clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.50% to 1.25% depending on the size and complexity of the relationship. Fees may be negotiable.