For Immediate Release:
Paragon Wealth Management Awarded Top Registered RIA 2014 by Financial Advisor Magazine.
We are pleased to announce that Provo, Utah based Paragon Wealth Management was featured in the July issue of Financial Advisor Magazine which released its annual ranking of the Top Registered Investment Advisors across the United States. This is the fourth year that Paragon has been featured among the Top 500 independent firms nationally, and was 1 of only 4 Utah-based firms listed in the publication. Financial Advisor is a leading educational and industry publication for investment advisors and financial management professionals. The magazine’s 2014 RIA Ranking is based on publicly verifiable data as provided in each RIA’s regulatory disclosures in Form ADV.
Advisors were ranked by their total discretionary and non-discretionary assets under management, their average assets by client and percentage year over year growth.
Paragon follows the high standards of fiduciary responsibility. With over 28 years of experience within the investment and wealth management field.
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About Paragon Wealth Management:
Paragon Wealth Management is registered investment advisor (RIA) located in Provo, Utah. Established in 1986 by Dave Young, the company gives investors a smarter way to invest their money, develop sound investment strategies and achieve financial goals. Paragon was created to provide a more active and personalized alternative to the traditional buy, hold and hope approach to wealth management. Today, after over 26 years of refining proprietary quantitative financial models and building a trusted world-class organization, Paragon offers its clients across the U.S. a unique blend of proactive and proven money management techniques, extraordinary personalized service and a proven track record.
Disclosure: Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.