At Paragon, we have extensive experience in identifying & tracking high-performing mutual funds, ETFs, and other products.We recommend such vehicles only within the context of a target asset allocation tailored to your needs, and independently of any outside investment company or custodian.Our clients can choose whether to receive performance reports on a monthly or quarterly basis, and can specify which investments to track, and which benchmarks to use as comparisons.Sensitivity to individual client needs combined with an expert knowledge-base among our staff--this is the value added by Paragon Advisors.
In addition to recommending mutual funds and other investments, we also offer to our clients a selection of private pooled investment vehicles.These funds can give you access to alternative investments to which, as individuals, you might be excluded due to prohibitive investment requirements. Rounding out a portfolio for high net worth individuals generally means investment in areas outside the mutual fund arena.Private equity energy funds, distressed securities, private equity real estate funds and mezzanine funds all have a role to play in our family of pooled investment partnerships.
