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04.09.2024

WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay

Featuring Antonio Rodrigues and Phil Fiore

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon was founded in 2017 by financial advisor Phil Fiore with the…

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09.21.2020

Diversification is king: Inside Procyon’s 60/40 portfolio

Featuring Antonio Rodrigues and Procyon

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