Paragon Helps Generate Smooth Portfolio Returns

Paragon's Chief Investment Officer (CIO) has a long track record of designing portfolios for ultra-wealthy clients that aim to meet or exceed the annual returns of the equivalent public benchmark with statistically less volatility and risk.

How is Paragon different?

Paragon and its partners spend hundreds of hours researching and performing due diligence on restricted funds to establish high conviction in select private debt funds, like the one shown above. Private debt has historically outperformed public debt by +4.8% annually over the last 15 years (Cliffwater CLDI 2004-2019), and we strive to improve upon that with our manager selection.

This Paragon preferred fund is targeting returns of 7-10% annually, and has returned 30% in its first 3 years since inception, for an annualized return of 9.2%. In addition to attractive returns, it doesn't draw down like a typical high-yield fund. In March 2020, when public high-yield funds were down 22% (BBG HY), our preferred fund was only down 1.8%. That's an additional 20% of your money.

Some of our preferred private debt funds are restricted to ultra-wealthy clients, and would normally require a $1.0M minimum investment, putting it out of reach for many individual investors.

At Paragon, we have partnered with key funds to provide access and minimum investments are waived because we pool your capital with our other clients to meet fund minimums. So you can responsibly invest $100k-$500k in our private debt funds and enjoy 7-10% expected returns with reduced volatility (relative to public credit).

Compare the performance of an investment portfolio, with and without private investments:

Compare Performance