Code of Ethics

Code of Ethics, Participation or Interest in Client Transactions and Personal Trading

Ours most valuable investment is our reputation for honesty and integrity. In conducting our daily business operations, we abide by a written Code of Ethics. The Code of Ethics guides us in our daily business operations to maintain the highest ethical, legal and business standards and to fully comply with all applicable laws, rules and regulations. A copy of Paragon’s Code of Ethics is available to any client or prospective client upon request by contacting John Endres at 610-543-4161 or by e-mail at This email address is being protected from spambots. You need JavaScript enabled to view it..

We do not recommend to our clients, or buy or sell for our client accounts, securities in which we or a related person has a material financial interest.

From time-to-time, we may invest in the same securities that we recommend to our clients. These publicly traded securities include mutual funds, equities, ETFs, and Master Limited Partnerships (MLPs). Typically, these transactions do not create a conflict of interest. If a transaction involves a potential conflict of interest between our interest and our clients’ interest, the conflicting transaction will be resolved in our clients’ favor.

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