Happy Thanksgiving!

The Paragon Team:  Trudy, Shannon, David, Nathan and Elizabeth 

Happy Thanksgiving to you and your families! We hope you have a wonderful holiday.

Every November we celebrate our company anniversary. This year we celebrated our 23rd anniversary.

Paragon has grown significantly since it began in 1986. David Young started the company because he wanted to give investors a smarter way to invest their retirement funds. In the early 1980's he opened over a dozen successful businesses. He sold his businesses in 1985 and wanted to invest the proceeds, but was unable to find an investment firm to meet his needs.

He began conducting extensive research to find the best ways to invest. After a year of trial and error, David opened Paragon for business. Its original name was The Center for Financial Excellence. It was later changed to Paragon Capital Management, and then most recently Paragon Wealth Management.

David managed his friends' and family's portfolios in the early years of his business. When he avoided the 1987 crash, his methods sparked a lot of attention from investors, and his company began to grow. He built and tested basic quantitative models that determined when to be in or out of the equity markets. The models measured, monitored, adjusted and changed the investments as market conditions changed.

Today, David continues to research ways to improve Paragon's portfolios. Paragon is known for its flagship portfolio called Top Flight. It has generated a total return of 323.01% versus 30.82% for the S&P 500 from its inception on January 1, 1998 through October 31, 2009. Its compound annual return is 13.16% versus 2.33% for the S&P 500. (Visit www.paragonwealth.com to see complete track record and full disclosures.)

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.

Comments

[Shannon]

Hi Nancy,

Thank you for visiting our site. We appreciate your comment.

Best regards,

Shannon Golladay
Paragon Wealth Management

[Alena]

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[carol]

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Thanks and regards
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