• Registered Investment Advisor.
  • Money management has been our primary focus since we began in 1986.
  • Our approach is disciplined yet flexible and evolving.
  • We don’t rely on market forecasts.
  • We use quantitative models to determine which areas of the market are working, where investors are putting money and which areas have the most potential. These models also tell us which areas to avoid.
  • We do not believe in a “buy and hold” approach.
  • We focus on what each market sector is doing now, not what it has done over the past three to five years.
  • We manage-actively, adjust, move, and change our clients’ portfolios, depending on market conditions.
  • Paragon’s principals and employees invest their personal funds in Paragon’s portfolios.
  • We have Fiduciary Responsibility, which means that legally our clients’ needs always come first.
  • We don’t sell financial products or receive commissions.
  • Clients are free to withdraw their money at any time, there are no surrender charges.