Investment Philosophy

We believe investment success results from a combination of patience, long-term focus, prudent balance of risk and return, and adherence to a simple, yet rigorous investment process

As an OCIO for institutional investors, we recognize the value in clearly defining return objectives, risk tolerance levels and specific organizational constraints; aligning asset allocation with these objectives and properly mitigating risk; identifying and partnering with industry leading investment firms to implement and manage portfolios; delivering comprehensive, yet salient reporting and guidance; and achieving optimal investment results at a low total-cost and with the utmost fiduciary excellence.

We understand that most institutional investor objectives can be achieved by investing in conventional asset classes, such as long-only equity and fixed income. In limited cases, we’ve seen the alternative investment spectrum (i.e. unconventional investments) serve as a useful additive to achieving objectives and mitigating risks.

Paradigm considers and evaluates the following attributes when selecting investment managers or sub-advisors as partners:

  • Independence and objectivity
  • Ownership structure
  • Expertise and experience of the firm and its professionals
  • Assets under advisement
  • Investment philosophy and process
  • Investment research depth and capabilities
  • Composition of investment solutions,
    models, & portfolios
  • Total costs
  • Performance track-record

Our Value

Contact Us

PH (216) 664-1210

Paradigm Institutional Investments, LLC.