Paradigm Partners Capital Management (PPCM) offers investment advisory and financial planning services to individuals, pension plans, trusts, estates, and corporations. PPCM creates customized investment portfolios tailored to each client's risk tolerance and financial goals. Financial planning services may include a review of a client’s financial situation, including cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving planning, and tax planning.
Fee Structure
PPCM manages investment portfolios, typically on a discretionary basis. The fees are subject to negotiation and are generally billed quarterly, either in advance or arrears. The fees do not include brokerage commissions, transaction fees, and other related costs.