Alexander Feick (BA, BS, MBA)

Alexander Feick focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

Our firm typically works with high net worth individuals. Portfolios are managed tax efficiently and are customized based on our client's individual circumstances and outside holdings. Our minimum client account investment asset range is $500,000-$1,000,000.

We integrate the management of a client's portfolio with their outside interests (i.e. employee benefit plans, stock and options and business related holdings).

 

Additional Information

Paragon Capital Management has been an independent  fee-only financial advisor for nearly 20 years. Our firm's principals work directly with clients and our portfolio managers are required to have a CFA designation--the highest educational standard in the securities industry.

NAPFA Start Date

May 18, 1991

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This Office

999 18th St Ste 1401 Denver, CO 80202-2412 Phone: (303) 296-9168 Fax: (303) 293-3849