• 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.