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Procyon perspectives
04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Industry News/Trends
By Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON,…
04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
By Mark Rich
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US announced…
03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
By Mark Rich
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25%…
03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gal...
Industry News/Trends
By Phil Fiore
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is making a bold move to…
01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
By Mark Rich
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher,…
01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
By Mark Rich
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and…
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Media articles
05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Industry News/Trends
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.18.2025
InvestmentNews – Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
Industry News/Trends
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership. April 17, 2025 By Leo Almazora Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry…
Read More04.17.2025
WealthManagement.com – Constellation Stakes Dynasty-Backed Procyon Partners
Industry News/Trends
According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in key markets nationwide. April 17, 2025 By Patrick Donachie Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut…
Read MorePage 1 of 34 →
Press releases
05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Industry News/Trends
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.18.2025
InvestmentNews – Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
Industry News/Trends
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership. April 17, 2025 By Leo Almazora Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry…
Read More04.17.2025
WealthManagement.com – Constellation Stakes Dynasty-Backed Procyon Partners
Industry News/Trends
According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in key markets nationwide. April 17, 2025 By Patrick Donachie Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut…
Read MorePage 1 of 60 →
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Market commentary
04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US announced reciprocal tariffs with a very simple calculation: a 10% floor and a tariff equal to…
Read More03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25% tariff on Canadian aluminum and steel -only to retract the decision later that same day-…
Read More01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher, capping off another year of 20%+ returns. Not all markets were created equal, however, as…
Read More01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and international markets emerged as the standout performers,contrasting with trends seen in the first half of…
Read MorePage 1 of 8 →