Paragon Wealth Management, a money management firm in Provo, Utah, was established in 1986 to give investors a smarter way to invest their money, develop sound  investment strategies  and achieve their financial goals.

Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after more than 20 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers clients across the United States a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record of outstanding performance.

Active Money Management

Our fundamental roots lie in proactive money management. The methods we use to manage your portfolio are unique within the financial services industry. Most advisory firms simply build a diversified portfolio then wait and hope, but Paragon actively manages your portfolio on a daily basis. This includes using propriety quantitative models to measure, monitor, adjust and change your investments as market conditions change.

Performance

At Paragon, your success is our success, and our models are designed to give you the best possible performance. Our growth and conservative portfolios are the most popular choices at Paragon.

Paragon's conservative portfolio, called Managed Income, was designed  to offer conservative investors higher returns than bank certificates of deposit or treasury bills--without the volatility normally associated with the broader stock market. From its inception on October 1, 2001 through May 31, 2008, our Managed Income portfolio generated a total return of 79.46%, compared to 38.6% for the Lehman Bond Index. (See disclosure statements.)

Our growth portfolio, called Top Flight, was designed to move constantly toward top performing market styles and sectors while at the same time continuously adjusting market exposure. Since its inception on December 31, 1997, Top Flight has generated a total return of 422.55%, compared to 70.68% for the S&P 500. This translates into a compound annual return of 17.35%, compared to 5.08% for the S&P 500. See our track record for full disclosures and other performance numbers. (See disclosure statements.)

Experience

In the financial world, experience and judgment matter more than anything.  Paragon can offer you a proven 20-year record of success working in all types of market conditions. Since we opened our doors in 1986, we have continually improved our investment methods and client services. When you invest with us, you receive all the benefits and advantages of that experience.

Fiduciary Responsibility

Paragon carries a fiduciary responsibility for every client we serve.  That means we have a legal obligation to put your interests ahead of our own. Today, only about 15% of all financial advisers meet this fiduciary requirement.

No Commissions or Surrender Fees

To make sure our interests are always perfectly aligned with yours, Paragon advisors never sell financial products or receive sales commissions. We only receive management fees for managing your account.

With Paragon, there are no hidden fees or surrender charges. Unlike most investments, you are free to move your money out of our investment programs at any time if your needs change or you are not completely satisfied with our services.