Use the endowment approach to build family wealth.
Paragon Investing provides our clients with access to high-caliber private investments, the same investments owned by ultra-wealthy families and university endowments.
See How Private Investments Enhance Returns
Since 2004, Private Equity has returned 14.7% annually (12/31/2021), while Private Debt has returned 9.5% annually (3/31/2022), each one outperforming their public market equivalents by +5.0% per year (Sources - Public Stocks: 9.6% [Russell 3000], Public Bonds: 3.2% [AGG], Private Equity: 14.7% [Cambridge Private Equity Index], Private Debt: 9.5% [CDLI]).
Five years ago, getting access to private investments was difficult. Most were only available via Limited Partnership (LP) deals with stated $1M minimums and extended lock-ups, not suitable for most investors with $1M-$10M in assets.
Today, Paragon clients can invest in Private Debt & Private Equity via interval funds and tender offer funds, with quarterly liquidity and no minimum investment.
You invest in what we're invested in. Paragon Advisors are invested alongside our clients in the same funds.