Paragon Wealth Management - Disclosure Statements

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Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts.
Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions.
The Lehman Brothers Aggregate Bond Index is a benchmark index made up of the Lehman Brothers Government/Corporate Bond.
Benchmarks are used for comparative purposes only. The Paragon Managed Income Portfolio is not designed to track the Lehman Aggregate.
Past performance is no guarantee of future results. Investments in securities involve the risk of loss.
An investor’s actual returns may vary due to timing of withdrawals, contributions and other factors.
Before investing, contact Paragon to discuss your investment objectives, risk tolerance and fees.
The S&P Index is a market-value weighted index comprised of 500 stocks selected for market size, liquidity, and industry group representation. It is not possible to directly invest in this index.