Wealth Management | Investment Services | Asset Management | Wealth Advisors

Paragon Wealth Management is a Registered Investment Advisor that actively manages all types of accounts including IRA's, 401(k) Rollovers, Pensions, Foundations, and Trusts. We provide unique, smart, proactive strategies designed to remove emotion from the investment process and help you achieve your financial goals.

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MEET US IN PERSON
Dave Young
Founder and President
Nathan White CFA
Chief Investment Officer
Shannon Golladay
Public Relations, Marketing
Elizabeth Michalek
Director of Client Services
Trudy Meister
Administrative Executive

Paragon's Investment Strategies

Committing to and following a sound, long-term investment strategy is one of the most important keys to long-term investment success.

A sound investment strategy must:

Provide effective diversification
Work in different markets and time frames
Be flexible and stable
Fit your personal needs and goals

At Paragon Wealth Management, our money management methods and investment strategies seek to fulfill those needs

We have several portfolio options:

Conservative Portfolio (Managed Income)
Designed as a total solution for the conservative investor, the Conservative Portfolio's objective is to generate higher returns than bank certificates of deposit or traditional bond portfolios--without the volatility normally associated with the stock market. Its first priority is to preserve capital. Its secondary objective is to generate returns. This portfolio is managed using some of the same techniques that the Top Flight Portfolio originally pioneered, but with a much more conservative approach.

Growth Portfolio (Top Flight)
Designed as a total solution for the growth-oriented investor, Top Flight was created to provide exposure to the best performing styles and sectors within the global stock markets. It is actively managed, and it will primarily move in and out of a mix of exchange traded funds (ETFs) based on our quantitative trend following and seasonality models. In addition, to reduce volatility, another group of quantitative models determines how much market exposure the Top Flight portfolio will have at any point in time.

Moderate Portfolio (Blended)
This portfolio is designed for moderate investors who want a mix of Managed Income and Top Flight. The Moderate Portfolio works to reduce overall risk levels but still maintain the potential for higher investment returns. This portfolio is a dynamic, continuously adjusted blend of Managed Income and Top Flight.

Strategic Portfolio
Our Strategic Portfolios are designed for investors who prefer a more passive strategy than the more tactical and active investment approaches described above. They are low cost and tax efficient, and they can be used by themselves or in combination with our tactical portfolios to create a solid investment plan.

Custom Portfolio
We have developed alliances with key partners to bring their investors an unparalleled level of diversification, customization and simplification.

Annuities
Annuities are a product that we rarely recommend to our clients, even though they are sold extensively by financial salespeople. They are usually sold by salespeople that do not have a fiduciary responsibility. Visit this page to learn our opinion on annuities.