Paragon Wealth Management

Paragon Capital Management, Inc., operating as Paragon Wealth Management, has been offering investment advisory services since 1993 under the leadership of David A. Young. The firm provides investment supervisory services and financial planning to individuals and institutions, offering both discretionary and non-discretionary investment management. Clients' risk profiles are assessed based on various factors, and portfolios are constructed using a range of securities, including ETFs, equities, bonds, and mutual funds. The firm manages private investment funds, Paragon Private Strategies Fund, LP, and Paragon Income Fund, LP, with specific investment objectives. Paragon Wealth Management also offers asset allocation strategies and financial planning tailored to individual client needs. The firm charges fees based on a percentage of assets under management, with fee schedules varying depending on the portfolio type and size. Clients are encouraged to maintain accounts with Schwab Institutional or TD Ameritrade Institutional for custody and brokerage services. Paragon Wealth Management exercises full discretion over client investments, aiming to resolve conflicts of interest fairly among clients. The firm does not vote proxies on behalf of clients and does not have any financial disclosure items to report. Clients receive regular reports and statements to track their investments and financial progress.