“10 Dimensions of our Investment Philosophy”
Our investment philosophy is guided by certain core beliefs about markets, diversification, and investment trade-offs leading us to a different investment conclusion based on decades of academic research and empirical evidence.
Here are 10 dimensions we believe any investor should adhere to when Pursuing a Better Investment Experience.
In 2008, founders Matt Klaess, Erik Krom and Robert Klaess started the Paradigm Group, a financial services firm providing legacy and estate planning solutions to individuals, families, and businesses throughout the greater Denver and Front Range areas. Our mission was simple; to protect and preserve the wealth our clients have worked a lifetime to build. This singular focus on a client-first mentality has enabled Paradigm Group to develop deep roots in the community as we strive to establish close personal relationships with our valued clients.
From the beginning, Matt and Erik’s never-ending commitment to meeting our clients’ long-term financial goals led them to search for what they believed to be the right investment answer they could offer their clients. After searching long and wide, in 2014, Matt and Erik found a partner in TDC that not only lives their investment philosophy, but more importantly, shares their commitment to putting a client’s interests first and foremost at all times. Today, Matt and Erik lead TDC Denver, offering investment advisory and retirement plan services that connect an evidence-based investment philosophy with sophisticated portfolio development and a fiduciary standard of care, designed to deliver an investment experience with discipline, courage and conviction.
Two names, one focus! Together, Paradigm Group and TDC Denver offer customized, comprehensive strategies specifically designed to help you navigate the full spectrum of the wealth management needs you and your family require.
Together, we help take your focus off of worrying about your family’s financial future. Together, we endeavor to help families be families: stronger, closer, and wiser.
Contact us at ParadigmGroup@pgretirement.com or call us at 720-931-6560 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Stronger. Closer. Wiser.