Investment Analysis

As the cornerstone of our practice, Paradigm Financial Advisors helps 401(k) sponsors navigate their fiduciary responsibility and enhance opportunities for participants through systematic investment analysis. Through our ongoing investment analysis process we provide the assistance you need to select, monitor, and evaluate funds within a best practices environment.

Our process is driven by decades of investment experience and our fiduciary duty to remain independent from any fund provider. We will apply robust investment analysis and industry leading technology and systems to produce the best outcomes for your employees.

Our investment advisory services include:

  • Conduct Investment Analysis and detailed reporting with our due diligence system
  • Monitor asset allocation and risk based models
  • Provide macroeconomic and market outlooks
  • Develop and monitor your Investment Policy Statement

Qualitative and quantitative metrics are used to select and rank funds, managers and investment strategies across multiple asset classes, style and peer group rankings, and risk-adjusted return characteristics. This allows for insightful and objective analysis of the investments in your plan and ensures they are aligned with the best interest of your plan, your company, and your employees.

For more information please call Ryan Powers at 314-966-3400.  Or email him directly at rpowers@pfaclient.com.