SEC Regulatory Framework
Advisory Platform
The Paradigm Platform for Offshore Advisors
An integrated institutional platform connecting offshore advisors with regulated U.S. custody and differentiated alternative investment strategies.
Paradigm provides infrastructure designed to support offshore advisors within a U.S. regulatory framework, giving them access to sophisticated investment solutions while allowing them to maintain control of the client relationship.
Account structuring and onboarding within a regulated framework.
Access to custodians and brokerage services with an international focus.
Implementation, monitoring, and ongoing operational support.
An infrastructure designed to support offshore advisors with greater operational strength
Paradigm brings together an integrated platform that enables advisors to operate within an institutional framework while maintaining the client relationship and accessing processes, oversight, and support aligned with international standards.
Account Opening
Structuring and onboarding of advisory accounts with comprehensive regulatory support.
Portfolio Management
Implementation and ongoing oversight of institutionally structured portfolios.
Consolidated Reporting
Clear operational visibility through consolidated reporting for advisors and clients.
Operational Support
Ongoing support with execution, operational processes, and coordination with custodians.
A clear structure designed to preserve the advisor-client relationship within a regulated environment
Paradigm brings together the offshore advisor, the RIA framework, and the custody infrastructure, creating a more organized, supervised, and consistent operating environment for the end client.
Offshore Advisor
Originates and leads the strategic relationship with the client.
Paradigm RIA
Integrates oversight, operational structure, and a U.S. regulatory framework.
Custodian
Provides custody and operational infrastructure through Interactive Brokers.
End Client
Receives an experience built around greater operational clarity, support, and institutional access.
Institutional infrastructure designed to support custody, execution, and the advisor-client relationship
Paradigm provides access to custodians and brokerage platforms with an international focus, supporting a more robust, supervised, and consistent operating environment within a regulated framework.
Global market access and multi-asset execution supported by institutional-grade technology
Provides global market access, multi-asset execution, and institutional-grade technology through a global platform with access to more than 150 international markets.
A portfolio architecture designed to integrate diversification, risk management, and access to differentiated strategies
We support advisors in building portfolios that integrate traditional and alternative investments, with an emphasis on diversification, risk management, and disciplined portfolio implementation.
The platform enables advisors to structure more robust and organized investment proposals by aligning execution, oversight, and support within an institutional framework.
Structured Diversification
Risk Management
Disciplined Portfolio Implementation
Alternative Asset Integration
Portfolios designed to combine institutional discipline, broad asset exposure, and a more consistent approach to risk assessment.
An RIA structure can provide greater regulatory organization, support, and operational capabilities for offshore advisors
The difference extends beyond access to the quality of the infrastructure supporting the client relationship. Paradigm integrates oversight, operational support, and a regulated environment designed to strengthen the advisor’s overall service framework.
May be less structured or depend on the individual arrangement
Structured within an RIA regulatory framework
Coordinated access to custodians and brokerage infrastructure
Greater integration of traditional and alternative investment solutions
May offer less consolidation across the operating structure
Consolidated reporting and enhanced operational visibility
Support may be fragmented or limited
Ongoing operational support, coordination, and guidance
Not necessarily integrated into the service architecture
Integrated within an established RIA compliance framework
A clear process for beginning to work with Paradigm within an institutional framework
The onboarding process is designed to be structured, supervised, and efficient, providing advisors with a clear path from the initial conversation through portfolio implementation.
The process moves from initial contact and due diligence through account opening, implementation, and ongoing portfolio management.
Contact Us
Schedule an introductory call to review the advisor profile and the scope of the potential relationship.
Due Diligence
Submit the required documentation to review the onboarding structure and applicable compliance requirements.
Account Opening
An estimated 5 to 10 business day process to progress toward an active operating structure.
Portfolio Implementation
Begin portfolio construction and implementation of the investment approach within the institutional framework.