Paradigm, Strategies in Wealth Management, LLC
Paradigm, Strategies in Wealth Management, LLC is a boutique, mid-sized investment advisory firm headquartered in Fort Worth, TX. Founded in 1995 by Kristina Bentzen and William O. Strand III, the firm delivers personalized, multigenerational wealth management and advisory services, focusing on families and long-term financial planning. Paradigm employs around 6 professionals who collaborate as a team to provide holistic financial solutions encompassing asset management, tax planning, retirement planning, and tailored investment strategies for individuals and families seeking enduring client-advisor relationships.
Investment Strategy
Paradigm utilizes a diversified investment approach, balancing allocations across fixed income and equities to reduce risk while optimizing for long-term growth. The firm emphasizes time in the market versus market timing, aiming to minimize investment costs and taxes through strategic portfolio management. Paradigm avoids speculative or illiquid assets like meme stocks and cryptocurrencies, favoring sound, diversified vehicles such as ETFs and mutual funds. The team collaboratively develops individualized strategies designed to preserve wealth, capitalize on opportunities, and adapt as clients' needs evolve, prioritizing integrity, transparency, and enduring client relationships.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 14.34% | $22.4M | 701,580 | $15.37 | $31.91 | +$1.1M |
S SCHD | SCHWAB STRATEGIC TR | 12.45% | $19.4M | 711,786 | $24.49 | $27.30 | +$252.8K |
H HEFA | ISHARES TR | 10.95% | $17.1M | 431,635 | $36.36 | $39.61 | +$824.5K |
I IJR | ISHARES TR | 10.92% | $17.1M | 143,540 | $97.78 | $118.83 | +$1.1M |
J JPST | J P MORGAN EXCHANGE TRADED F | 10.29% | $16.1M | 316,839 | $50.33 | $50.73 | -$312.1K |