How is Paragon Different?
The answer lies in a philosophy that places a premium on smart, proactive management techniques, proven quantitative models and plenty of personalized attention. When you choose Paragon, you receive all the advantages and benefits of:
Active Money Management
Our fundamental roots lie in proactive wealth 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.
In the financial world, experience and judgment matter more than anything. Paragon can offer you a proven 24-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.
Paragon has fiduciary responsibility for every client we serve. That means we have a legal obligation to put your interests ahead of our own. It is estimated that approximately 15 percent of all financial advisors meet this fiduciary requirement.
Your success is our success at Paragon. Our portfolios are driven by
quantitative models and have a strong history of outstanding risk
adjusted returns. Our growth and conservative portfolios are the most
popular choices at Paragon.
Paragon's conservative portfolio, 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. Since its inception in October 2001 through January 31, 2012, Managed Income has generated a total return of 97.40 percent. This translates into a compound annual return of 6.43 percent. See our track record for full disclosures and other performance numbers. (See disclosure statements.)
Our growth portfolio, 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 January 1, 1998 through January 31, 2012, Top Flight has generated a total return of 411.01 percent, compared to 93.35 percent for the S&P 500. This translates into a compound annual return of 11.76 percent, compared to 4.60 percent for the S&P 500. See our track record for full disclosures and other performance numbers. (See disclosure statements.)
No Commissions or Surrender Fees
To make sure our interests are always perfectly aligned with yours, Paragon's 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.Paragon Wealth Fee Video
For your protection, Paragon's accounts are custodied at Charles Schwab, which means our clients can go to any of Schwab's offices throughout the United States if they need anything at any time.