GIPS Performance Reports
At Paramount Associates Wealth Management, we believe that informed decisions begin with clarity. Our GIPS Performance Reports are designed to give clients a transparent view of how our investment strategies are constructed, how they respond to changing market conditions, and how they work within a long-term financial plan. Each report reflects the disciplined process we apply across every portfolio — integrating risk management, market insights, allocation modelling, and ongoing monitoring.
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Our goal is simple: support clients with the information and insight required to pursue long-term financial success with clarity and purpose.
Dynamic Moderate Strategy — Performance Report
The Dynamic Moderate Strategy is designed for investors seeking balanced growth supported by a disciplined, research-driven investment process. Built under our Investment Policy Statement framework, the portfolio combines global equities, fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations to position the portfolio across U.S., Developed International, and Emerging Markets.
The strategy maintains flexibility across asset classes while emphasizing diversification and risk management. Public and private alternatives are incorporated to enhance stability and improve risk-adjusted returns. Tactical adjustments are made when economic conditions warrant, while remaining anchored to a long-term strategic allocation and disciplined rebalancing framework.
Performance is measured against a blended benchmark of 55% MSCI ACWI (All-Cap World Stock Index) and 45% Bloomberg Global Aggregate Bond Index, consistent with the Moderate benchmark outlined in our IPS. Investments are continuously monitored for performance, risk characteristics, cost efficiency, and organizational stability, ensuring alignment with long-term objectives and thoughtful volatility management.
Dynamic Moderate Taxable Strategy — Performance Report
The Dynamic Moderate Taxable Strategy is designed for investors seeking balanced growth with an emphasis on tax efficiency. Built under our Investment Policy Statement framework, the portfolio combines global equities, fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.
The strategy maintains flexibility across asset classes while emphasizing diversification, risk management, and after-tax outcomes. We utilize tax-efficient ETFs and mutual funds, manage capital gains exposure, incorporate strategic tax-loss harvesting when appropriate, and thoughtfully position income-producing assets. Public and private alternatives are integrated to enhance stability and improve risk-adjusted returns within a disciplined rebalancing framework.
Performance is measured against a blended benchmark of 55% MSCI ACWI (All-Cap World Stock Index) and 45% Bloomberg Global Aggregate Bond Index, consistent with the Moderate benchmark outlined in our IPS. Investments are continuously monitored for performance, risk characteristics, cost efficiency, tax impact, and organizational stability to ensure alignment with long-term objectives and prudent volatility management.
Dynamic Moderately Aggressive Strategy — Performance Report
The Dynamic Moderately Aggressive Strategy is designed for investors seeking higher growth potential within a disciplined, research-driven framework. Built under our Investment Policy Statement, the portfolio emphasizes global equity exposure complemented by fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.
The strategy maintains flexibility across market capitalizations, styles, regions, and alternative allocations, allowing for tactical adjustments when economic conditions warrant. Public and private alternatives are incorporated to enhance diversification and improve risk-adjusted returns, while disciplined rebalancing keeps the portfolio aligned with its long-term strategic allocation.
Performance is measured against a blended benchmark of 70% MSCI World All Cap Index and 30% Bloomberg Global Aggregate Bond Index, consistent with the Moderately Aggressive mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, and organizational stability to ensure alignment with long term growth objectives and prudent risk management.
Dynamic Moderately Aggressive Taxable Strategy Report
The Dynamic Moderately Aggressive Taxable Strategy is designed for investors seeking higher long-term growth potential with a tax-aware investment approach. Built under our Investment Policy Statement framework, the portfolio emphasizes global equity exposure complemented by limited fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.
The strategy maintains flexibility across market capitalizations, styles, regions, and alternative allocations, allowing tactical shifts as economic conditions evolve. For taxable investors, we emphasize tax-efficient ETFs and mutual funds, capital gains management, and opportunistic tax-loss harvesting where appropriate. Public and private alternatives are incorporated to enhance diversification and improve risk-adjusted returns within a disciplined rebalancing framework.
Performance is measured against a blended benchmark of 75% MSCI World All Cap Index and 25% Bloomberg Global Aggregate Bond Index, consistent with the Moderately Aggressive Taxable mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, tax impact, and organizational stability to ensure alignment with long-term growth objectives and prudent risk management.
Dynamic Aggressive Strategy Report
The Dynamic Aggressive Strategy is designed for investors seeking maximum long-term growth within a disciplined, research-driven framework. Built under our Investment Policy Statement, the portfolio emphasizes significant global equity exposure complemented by selective fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.
The strategy maintains broad flexibility across market capitalizations, styles, regions, and alternative allocations, allowing for tactical shifts as economic conditions evolve. Public and private alternatives are incorporated to enhance diversification and improve risk adjusted returns, while disciplined rebalancing ensures alignment with the portfolio’s long term strategic targets.
Performance is measured against a blended benchmark of 85% MSCI World All Cap Index and 15% Bloomberg Global Aggregate Bond Index, consistent with the Aggressive mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, and organizational stability to support long-term growth objectives while maintaining prudent oversight of portfolio risk.
Dynamic Aggressive Taxable Strategy Report
The Dynamic Aggressive Taxable Strategy is designed for investors seeking maximum long-term growth with a tax-aware approach. Built under our Investment Policy Statement framework, the portfolio emphasizes substantial global equity exposure complemented by selective fixed income, cash, and both public and private alternative investments. Asset allocation is guided by Paramount Associates’ economic model and Global Rankings system, which evaluate growth trends, monetary policy, and valuations across U.S., Developed International, and Emerging Markets.
The strategy maintains broad flexibility across market capitalizations, styles, regions, and alternative allocations, allowing tactical adjustments as economic conditions evolve. For taxable investors, we emphasize tax-efficient ETFs and mutual funds, active capital gains management, and opportunistic tax-loss harvesting where appropriate. Public and private alternatives are incorporated to enhance diversification and improve risk-adjusted returns within a disciplined rebalancing framework.
Performance is measured against a blended benchmark of 92.5% MSCI World All Cap Index and 7.5% Bloomberg Global Aggregate Bond Index, consistent with the Aggressive Taxable mandate. Investments are continuously monitored for performance, risk characteristics, cost efficiency, tax impact, and organizational stability to support long term growth objectives while maintaining prudent oversight of portfolio risk.