Paragon Investment Advisors

Choose Your Level of Service

All Paragon Plans Include

Dedicated investment advisor
Access to private/restricted funds
Annual meetings with advisor
Quarterly asset allocation recommendations
Access to institutional share classes
Personalized recommendations
Detailed performance reports
Socially-responsible investing (ESG)
Quarterly fund recommendations
Tax loss-harvesting education
Some level of tax management
Low fund, sales, & load fees
Have More Questions? Go to FAQ's Or you may Contact Us here.

Plan Details & Pricing

1. Return Assumptions & Disclosures for Paragon Investing.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details.