Paragon’s Top Flight Portfolio Increased 410.7% Over 14 Years

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Paragon Wealth Management's growth portfolio, Top Flight, increased 410 percent from Jan. 1998 to February 2012. Top Flight invests primarily in exchange-traded funds. It was created for the growth-oriented investor.

“We are happy to see these numbers over a 14-year time span in our growth portfolio,” said Dave Young, president and founder of Paragon Wealth Management.

Paragon Wealth Management’s growth portfolio, Top Flight, increased 410.7 versus 81 percent for the S&P 500 over 14 years.

Paragon's Top Flight Portfolio generated a total return of 410.74 percent versus 81.01 percent for the S&P 500 from its inception on January 1, 1998 through February 29, 2012. Its compound annual return is 12.28 percent, versus 4.30 percent for the S&P 500 (Visit http://www.paragonwealth.com to see complete track record and full disclosure).

“We are happy to see these numbers over a 14-year time span in our growth portfolio,” said Dave Young, president and founder of Paragon Wealth Management.

Young designed Paragon's Top Flight Portfolio in January 1998 to be a dynamic, overall solution for the growth portion of a portfolio. It is specifically for the growth-oriented investor.

“Top Flight’s objective is to generate superior absolute returns while attempting to protect against downside volatility,” said Young. “While we cannot guarantee Top Flight will meet this objective, we manage the portfolio with this goal in mind.”

Top Flight invests primarily in exchange-traded funds (ETFs) that cover a wide range of asset classes, which provides investors’ portfolios with focus and flexibility.

The portfolio is managed using two unique groups of quantitative models. The first group of models is proactive in nature and determines which areas to invest in. The second group is protective in nature and determines how much of the portfolio will be and how much will be in cash at any point in time.

“We've been told that active management doesn't work,” said Young. “We believe Top Flight's last 14 years of performance indicates otherwise.”

Visit Paragon Wealth Management’s website, http://www.paragonwealth.com to learn more about Top Flight’s portfolio and for full disclosures.

About Paragon Wealth Management

Paragon Wealth Management is a wealth management firm in Utah that actively manages all types of traditional and retirement accounts such as IRA and 401(K) rollovers, and pensions and trusts. Paragon has received numerous awards such as the Best of State award in Investment Advisory Services in 2011, and the NABCAP Premier Advisor award in 2010. Paragon has also been recognized on several lists such as WealthManagerWeb's Top Wealth Manager's list in the U.S. in 2010 and others. Call 800-748-4451 for more information.

Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts and not back tested hypothetical returns or performance. Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions. Opinions are as of the dates indicated only. This report is not a solicitation for any security. Past performance is not a guarantee of future results. Investments in securities involve the risk of loss. 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.

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