Paragon Wealth Management Listed as One of the Top Advisory Firms in the Country
Summary
To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisors, report more than $50 million in assets under advisement, have predominantly individual clients and offer financial-planning services.Their flagship portfolio called Top Flight generated a total return of 393.02% verses 56.29% for the S&P 500 from its inception on December 31, 1997 through June 30, 2008.Paragon was one of 478 firms recognized.To be eligible for the Top Wealth Manager ranking, companies must be registered investment advisors, report more than $50 million in assets under advisement, have predominantly individual clients and offer financial-planning services.Their flagship portfolio called Top Flight generated a total return of 393.02% verses 56.29% for the S&P 500 from its inception on December 31, 1997 through June 30, 2008.Its compound annual return is 16.55%, versus 4.38% for the S&P 500 (visit www.paragonwealth.com to see complete track record and full disclosures).In May 2008 Paragon received the “Small Business of the Year Award” from the Provo/Orem Chamber of Commerce.