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Procyon perspectives
12.16.2025
BusinessWire – Procyon Adds Bevin Nealon as Vice President, Strengthening Advisor...
Industry News/Trends
By Phil Fiore
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By Sally Cates Seasoned Advisor Brings Nearly 30 Years of Experience in Retirement Strategy…
12.08.2025
BusinessWire – Procyon Expands National Presence with Addition of OLV Investment ...
Industry News/Trends
By Phil Fiore
Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion December 8, 2025 By Amiee Watts PROCYON EXPANDS NATIONAL PRESENCE WITH…
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…
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Media articles
01.07.2026
Lines of Acceleration – The Signals that Shape Decision
Industry News/Trends
Lines of Acceleration – The Signals that Shape Decision January 7 2026 By Jennifer Hill Procyon Partners’ Alpha Quant team uses free cashflow (FCF) discipline and momentum signals to identify ‘unconventional value.’ For Massimo Santicchia, head of US equities, traditional measures such as price/book,…
Read More12.16.2025
WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More
Industry News/Trends
Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More December 16, 2025 By Thomas Lee Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and…
Read More12.16.2025
CityBiz – Procyon Appoints Bevin Nealon as Vice President
Industry News/Trends
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By CityBiz Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton,…
Read More12.10.2025
HartfordBusiness – 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,…
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Press releases
01.07.2026
Lines of Acceleration – The Signals that Shape Decision
Industry News/Trends
Lines of Acceleration – The Signals that Shape Decision January 7 2026 By Jennifer Hill Procyon Partners’ Alpha Quant team uses free cashflow (FCF) discipline and momentum signals to identify ‘unconventional value.’ For Massimo Santicchia, head of US equities, traditional measures such as price/book,…
Read More12.16.2025
WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More
Industry News/Trends
Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More December 16, 2025 By Thomas Lee Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and…
Read More12.16.2025
CityBiz – Procyon Appoints Bevin Nealon as Vice President
Industry News/Trends
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By CityBiz Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton,…
Read More12.16.2025
BusinessWire – Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut
Industry News/Trends
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By Sally Cates Seasoned Advisor Brings Nearly 30 Years of Experience in Retirement Strategy and Personalized Wealth Planning SHELTON, Conn.–(BUSINESS WIRE)–Procyon, a nearly $9-billion independent RIA serving private clients…
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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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