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Disclosure
Last Updated on December 18th, 2019
  • Performance Disclosure: Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts and not back tested hypothetical returns or performance. Returns reflect all material market and economic conditions for the time periods specified. Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions. The investment objective of the Top Flight Portfolio is capital appreciation and employs the use of various models to achieve this objective. The investment objective of the Managed Income portfolio is income with a secondary objective of capital appreciation and employs the use of various models to achieve these objectives. Both Paragon Top Flight and Managed Income Portfolios use various models that have changed from time to time and may change in the future and the effect on performance results could be either favorable or unfavorable. The S&P 500 Index is a market-value weighted index comprised of 500 stocks selected for market size, liquidity, and industry group representation. The Barclays Aggregate Bond Index is a benchmark index made up of the Barclays Government/Corporate Bond Index. Benchmarks are used for comparative purposes only. The Paragon Top Flight Portfolio is not designed to track the S&P 500 Index and will have results different from the benchmark. The Paragon Managed Income Portfolio is not designed to track the Barclays Aggregate Bond Index and will have different results. Past performance is not indicative of future results. Investments in securities involve the risk of loss.
  • General Disclaimer: Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information presented has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates constitute the judgment as of the dates indicated and are subject to change without notice. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice. Past performance is not a guarantee of future results.
  • NABCAP Explanation: The primary focus of NABCAP is to serve the needs of the investing public by helping identify top wealth managers. NABCAP and its board of directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by participating advisory practices. NABCAP's methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency for the investor's benefit. NABCAP takes pride that its list of Premier Advisors is not merely defined by Assets Under Management (A.U.M.), revenues produced or even worse, popularity. Alternatively, NABCAP attempts to identify top advisors regardless of size, firm or affiliation.
  • Utah Best of State Explanation: Paragon Wealth Management submitted an application fee along with an essay to the Best of State organization to be the ‘Best in State’ in the Investment Advisory Services Category. This is the ninth time Paragon has won a Best of State award. We received it in the Investment Advisory Services category.
  • The Best of State organization has judges who decide which companies or organizations will be selected as the winner of that category. There are different panels of judges for each of the ten divisions. Judges are selected from all over Utah and volunteer their time to review and score applications. Each judge has been recommended by a Utah Chamber of Commerce, an industry association, or a Utah mayor’s office, as being a leader or expert in their particular field.
  • There are three basic judging criteria used by the judges, and each has a different weight. The Best of State judging process involves a 100-point system. The 100 points are allotted in the three following areas:
  • 50 points are possible regarding the overall excellence, superiority and quality of a nominee’s products, services or performance.
  • 30 points are possible regarding the creativity which nominees display to differentiate themselves from their competition.
  • 20 points are possible regarding the nominee’s accomplishments to improve the quality of life in their community and state, and their efforts to make the world a better place.
  • For more information about the Best of State organization, please visit their website at www.bestofstate.org
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