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Procyon perspectives
03.03.2026
A Market Perspective on Recent Middle East Events
Monthly market commentary
Over the weekend, the U.S. and Israel launched coordinated military strikes against Iran, targeting senior leadership, military infrastructure, and components of its nuclear program. Iran’s Supreme Leader has reportedly been…
02.09.2026
From Disinflationary Growth to a Broader Expansion
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of…
12.31.2025
Alpha Quant® Value Equity
Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation…
12.31.2025
Alpha Quant® SMID Cap
Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap…
12.31.2025
SmartALPHA® Defensive Value Equity Strategy
SmartALPHA® Defensive Value Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio…
12.31.2025
SmartALPHA® Defensive Growth Equity Strategy
SmartALPHA® Defensive Growth Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio…
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Media articles
03.08.2026
Gold is surging. Should you add some to your retirement portfolio?
Industry News/Trends
Gold is surging. Should you add some to your retirement portfolio? February 19, 2026 By Daniel de Visé “Historically, the S&P 500 has outperformed gold,” said Jeff Farrar, a certified financial planner in Shelton, Connecticut. “Since COVID, that’s not been the case, and especially in the last…
Read More02.19.2026
Here Are the Alternative Investments Money Pros Like Now
Industry News/Trends
Here Are the Alternative Investments Money Pros Like Now February 19, 2026 By Steve Garmhausen Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.
Read More02.10.2026
AI Threat Widens to Financial Sector
Industry News/Trends
AI Threat Widens to Financial Sector February 10, 2026 By Xavier Martinez Markets reacted sharply this week as AI concerns expanded beyond technology and into financial services, weighing on wealth-management stocks. In The Wall Street Journal, Massimo Santicchia, our Head of U.S. Equities, offered…
Read More01.08.2026
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise
Industry News/Trends
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise February 19, 2026 By Investor Magazine Staff Contributor Jeff Farrar, CFP, CIMA, AIF, Co Founder and Partner at Procyon, says that much of the work begins with helping…
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Press releases
03.08.2026
Gold is surging. Should you add some to your retirement portfolio?
Industry News/Trends
Gold is surging. Should you add some to your retirement portfolio? February 19, 2026 By Daniel de Visé “Historically, the S&P 500 has outperformed gold,” said Jeff Farrar, a certified financial planner in Shelton, Connecticut. “Since COVID, that’s not been the case, and especially in the last…
Read More03.03.2026
A Market Perspective on Recent Middle East Events
Monthly market commentary
Over the weekend, the U.S. and Israel launched coordinated military strikes against Iran, targeting senior leadership, military infrastructure, and components of its nuclear program. Iran’s Supreme Leader has reportedly been killed, and Iran has responded with missile and drone attacks across the region. President Trump…
Read More02.19.2026
Here Are the Alternative Investments Money Pros Like Now
Industry News/Trends
Here Are the Alternative Investments Money Pros Like Now February 19, 2026 By Steve Garmhausen Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.
Read More02.10.2026
AI Threat Widens to Financial Sector
Industry News/Trends
AI Threat Widens to Financial Sector February 10, 2026 By Xavier Martinez Markets reacted sharply this week as AI concerns expanded beyond technology and into financial services, weighing on wealth-management stocks. In The Wall Street Journal, Massimo Santicchia, our Head of U.S. Equities, offered…
Read MorePage 1 of 69 →
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Market commentary
03.03.2026
A Market Perspective on Recent Middle East Events
Monthly market commentary
Over the weekend, the U.S. and Israel launched coordinated military strikes against Iran, targeting senior leadership, military infrastructure, and components of its nuclear program. Iran’s Supreme Leader has reportedly been killed, and Iran has responded with missile and drone attacks across the region. President Trump…
Read More02.09.2026
From Disinflationary Growth to a Broader Expansion
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of corporate earnings participation. After a prolonged contraction, manufacturing activity has re-entered expansion, driven by a…
Read More10.15.2025
U.S. Macro and Market Commentary
Monthly market commentary
Third Quarter in Review: US equities moved higher in the quarter and are now up substantially year to date. Within large caps, the S&P 500 was up 8.1% in the quarter and now up 14.8% year to date. Small cap stocks were even stronger in…
Read More09.15.2025
Interest Rate Decision: Some investors are questioning why cut rates now, while others are pressing hard for immediate relief
Monthly market commentary
Although the US economy has been resilient, the effect of higher rates and trade wars has not been evenly distributed. The concentrations of both capital investment and subsequent earnings continue to build in the tech sector despite a stricter borrowing environment and more difficult global…
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