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Procyon perspectives
10.15.2025
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…
09.30.2025
Alpha Quant® Core Equity
Alpha Quant® Core Equity is a portfolio of about 50-60 large-cap stocks that exhibit a combination of higher return on invested capital, stronger free cash flow generation, and lower debt leverage…
09.30.2025
Alpha Quant® Dividend Equity
Alpha Quant® Dividend Equity is a focused portfolio consisting of 30 large-cap stocks with strong dividend persistence. The portfolio invests in companies that not only offer high yield, but also have…
09.30.2025
Alpha Quant® Large Cap Growth
Alpha Quant® Large Cap Growth Alpha Quant Large Cap Growth is a high-conviction, high-quality portfolio consisting of 20 stocks that demonstrate sustainable profitability and strong growth fundamentals. The strategy focuses…
09.30.2025
Alpha Quant® Mid Cap
Alpha Quant® Mid Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across mid-capitalization quality and value investment styles. The portfolio is comprised of mid-cap stocks selected based on…
09.30.2025
Alpha Quant® Mid Cap Growth
Alpha Quant® Mid Cap Growth portfolio is a multi-strategy, systematic portfolio that invests in companies with high profitability and strong cash flows. The strategy aims to select profitable companies with sustainable…
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Media articles
12.10.2025
CT investment advisory firm makes $500M acquisition
Industry News/Trends
CT investment advisory firm makes $500M acquisition December 10, 2025 By Michael Juliano Shelton registered investment advisory firm Procyon Partners has acquired a Michigan-based wealth management firm, OLV Investment Group, with $500 million in client assets. OLV Investment Group maintains headquarters in Flint, Michigan,…
Read More12.09.2025
Procyon Buys $500 Million Firm With Offices In Michigan And Texas
Industry News/Trends
Procyon Buys $500 Million Firm With Offices In Michigan And Texas December 9, 2025 By Jeff Berman Dynasty Financial Partners network partner firm Procyon Advisors announced Monday that it acquired OLV Investment Group, a wealth management firm with about $500 million in assets under…
Read More12.09.2025
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV
Industry News/Trends
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV December 9, 2025 By Family Wealth Reports Editorial Staff Procyon, an RIA, has acquired OLV Investment Group, a wealth management firm in Michigan and Texas. The acquisition brings about $500 million…
Read More12.09.2025
Procyon acquires OLV to expand presence in US
Industry News/Trends
Procyon acquires OLV to expand presence in US December 9, 2025 By Vidyasagar Maddela The acquisition of OLV adds more than $500m in assets under management (AUM), bringing Procyon’s total AUM to nearly $9bn. It also includes the transition of seven financial advisers and…
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Press releases
12.10.2025
CT investment advisory firm makes $500M acquisition
Industry News/Trends
CT investment advisory firm makes $500M acquisition December 10, 2025 By Michael Juliano Shelton registered investment advisory firm Procyon Partners has acquired a Michigan-based wealth management firm, OLV Investment Group, with $500 million in client assets. OLV Investment Group maintains headquarters in Flint, Michigan,…
Read More12.09.2025
Procyon Buys $500 Million Firm With Offices In Michigan And Texas
Industry News/Trends
Procyon Buys $500 Million Firm With Offices In Michigan And Texas December 9, 2025 By Jeff Berman Dynasty Financial Partners network partner firm Procyon Advisors announced Monday that it acquired OLV Investment Group, a wealth management firm with about $500 million in assets under…
Read More12.09.2025
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV
Industry News/Trends
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV December 9, 2025 By Family Wealth Reports Editorial Staff Procyon, an RIA, has acquired OLV Investment Group, a wealth management firm in Michigan and Texas. The acquisition brings about $500 million…
Read More12.09.2025
Procyon acquires OLV to expand presence in US
Industry News/Trends
Procyon acquires OLV to expand presence in US December 9, 2025 By Vidyasagar Maddela The acquisition of OLV adds more than $500m in assets under management (AUM), bringing Procyon’s total AUM to nearly $9bn. It also includes the transition of seven financial advisers and…
Read MorePage 1 of 67 →
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Market commentary
10.15.2025
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…
Read More07.08.2025
Liberation Day to Independence Day: Tariffs, Tensions, and Triumph
Monthly market commentary
On the surface, the second quarter of 2025 was a blockbuster quarter for equity markets. U.S. and international equities surged over 10%, driven by a powerful rally that took hold in April and rarely let up. Small caps lagged but still posted a solid 8.5%…
Read More06.08.2025
Strategic Macro Themes: Navigating a Shifting Global Landscape
Monthly market commentary
Strategic Macro Themes: Navigating a Shifting Global Landscape As global capital flows continue to realign across economies and corporate balance sheets, our team is closely tracking several critical macroeconomic and geopolitical developments. Below is a summary of the key themes shaping our strategic outlook: Trade…
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