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Investment Management

Is your portfolio on track to meet your financial goals?

Wilmington Trust’s PARAGONTM—Portfolio Analysis, Risk Assessment, and Goals Optimization—is a complex analysis that’s designed to help you get from where you are now to where you want to be. 

A customized portfolio is a critical element in a comprehensive, fully integrated wealth plan.

What can PARAGON do for you?

Test your portfolio's sensitivity

Generate an asset allocation starting point to stress-test a portfolio's ability to withstand historical market conditions.

Model more than just investable assets

Include your privately held business, a unique feature, plus customizable balance sheets and net worth statements.

Reveal portfolio pain points

Spot concentrated areas that may heighten risk, as well as possible cash flow shortfalls and missed opportunities that aim to diversify holdings.

Want to learn more? Read our PARAGON overview with client examples.

Read PARAGON case studies

Investing involves risks, and you may incur a profit or a loss. Asset allocation/diversification cannot guarantee a profit or protect against a loss.

Contact an advisor to schedule your portfolio analysis.

Together, you can build a proactive plan around how to monitor your portfolio. High-quality, innovative investment solutions, tax and estate planning, asset protection, advisory lending, and other strategies may also be integrated into your wealth management vision.

Please complete this form and our advisors will reach out to you to build a proactive plan to manage your portfolio.

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Paragon is a portfolio analysis, risk assessment, and goal optimization tool. The Paragon report uses hypothetical examples in conjunction with forecasts for inflation, economic growth, and asset class returns, volatility, and correlation and provides you with general financial planning information to serve as one tool in helping you develop a strategy for pursuing your financial goals. It is not intended to provide specific legal, investment, accounting, tax or other professional advice. For specific advice on these aspects of your investments, you should consult your professional advisors. None of the returns shown in Paragon report are guarantees of future results.

There are serious limitations to hypothetical results and methodologies used to obtain the Paragon results. Actual market conditions affecting, and performance results for, any portfolio will likely vary, possibly significantly, from any hypothetical results shown.

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