Paragon's Asset Management Services
Our financial planning consultants specialize in asset management that is catered to meet your individual needs. We manage traditional and retirement accounts such as an IRA, IRA Rollover, Individual Accounts, Joint, Trust and others.
We recommend that clients who want to use our asset management services have:
- A minimum of $200,000 to invest
- A five-year investment time horizon
Paragon uses quantitative models to proactively position your accounts for the most benefit in ever-changing market environments. For the past 20 years, our process has actively worked to:
- Build quantitative and technical market models
- Process market data daily
- Allocate the portfolios according to the dictates of the models
- Monitor the effectiveness of the models
- Make adjustments and modifications as needed
- Repeat the process
Chart for Paragon’s investment process 
As market conditions change, our quantitative and technical models seek to identify:
- Which areas of the market have the most upside potential
- When to rotate to another style or sector of the market
- When to move to cash or hedge long positions
Investment Options
If you are a Paragon asset management client, you can take advantage of our core portfolio investment options, including:
- Paragon’s Conservative Portfolio (Managed Income)
- Paragon’s Growth Portfolio (Top Flight)
- Moderate Portfolio (Blended)
- Strategic Portfolio
Risk Tolerance
Other than selecting a good investment strategy, the single most important issue affecting your investment success is your ability to properly select your risk tolerance.
If it is set too low, you won't generate the returns you should. If it is set too high, should market conditions become difficult, you will likely close your account and miss out on superior long-term returns.
Our Commitment to You
We recognize that providing consistent, high-quality service is an essential part of helping you achieve your goals. Our team offers the following service commitments to every asset management client:
- We are genuinely interested in your well-being, and your interests are always our top priority.
- We assist you in determining your risk tolerance.
- We continuously monitor investment portfolios on a systematic basis. As market conditions change, we will make changes to your portfolio as needed.
- We keep our deadlines and return calls within 24 hours whenever possible.
- We will meet with you to discuss and review your investment portfolio as needed.
- We will contact you every quarter to determine if you have any unmet needs.
- We will provide monthly statements of your account from the custodian.
- We will provide quarterly Paragon statements reviewing the performance of your account.
- We will provide a quarterly newsletter reviewing previous performance and current outlook.
- We will provide various electronic communications.
- We maintain the highest standards of professional ethics and responsibility
- We will keep your information confidential.
