The Portfolio Managers at Paradigm manage client accounts on a discretionary basis. Different investment mandates are offered and are employed depending on the risk tolerance and situation of each client.
Paradigm uses the strategy of Tactical Asset Allocation which involves the movement of client portfolios between risky and risk free assets depending on the market environment at the particular point in time.
Energies are focused on discovering investment opportunities that are at a discount to break up value. A trading strategy is often employed which involves shorter term hold periods of securities in order to capture positive price movement without the long term risk of holding such securities during unfavorable market conditions.
Paradigm's Advisory division allows sophisticated clients to maintain some control of their account activities while enacting a specialized strategy. Advisory clients typically have been brokerage clients who want a higher level of knowledge and service to help them profit from all market conditions.
Advisory clients make use of the full menu of strategies, such as Shorting, Options and Leverage which are typically not used in the discretionary management division. Certain sectors or stocks may be over weighted or under weighted depending on the client's wishes. Specific securities, based on the client's own direction are held, traded, or sold in order to fulfill desire results. These securities may include but are not limited to Private Issues, Partnerships, Bonds, GIC's, Equity-linked Notes, or Mutual Funds.