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Procyon perspectives
07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and…
07.13.2021
Procyon Perspectives Webinar – July 13, 2021 [The 60\40 Investment Portfolio Today]
Private wealth management & investing, Personal finance, Webinar
By Procyon
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and…
06.17.2021
Procyon Builds Out Procyon Benefits with Addition of Employee Benefits Team
By Procyon
06.08.2021
Sunshine State of Mind: Rapidly Growing Procyon Partners Adds Senior Financial Advisor ...
By Procyon
05.25.2021
The Power of Scale: Pivotal Planning Group, LLC of Long Island, NY merges with CT-based...
By Procyon
04.20.2021
Tomato Plants and Trusts
Private wealth management & investing, Personal finance
A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes,…
Media articles
01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Industry News/Trends
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….
Read More12.15.2023
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Industry News/Trends
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…
Read More11.14.2023
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
Industry News/Trends
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…
Read More10.27.2023
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Industry News/Trends
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…
Read MorePress releases
04.17.2025
City Wire – RIA minority investor Constellation stakes $8bn Procyon Partners
Industry News/Trends
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski A Connecticut RIA has accepted minority investment from Karl Heckenberg’s Constellation Wealth Capital. Procyon Partners, an $8bn RIA, said Thursday that the deal with serial RIA…
Read More04.17.2025
Barron’s – Heckenberg’s Constellation Takes Minority Stake in Procyon Partners
Industry News/Trends
Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am EST By Andrew Welsch Karl Heckenberg’s private equity firm Constellation Wealth Capital is buying a minority stake in Procyon Partners, a registered investment advisory firm that…
Read More04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Industry News/Trends
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, Conn.–(BUSINESS WIRE)– Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized,…
Read More04.11.2025
Increasing Recession Risk Warrants A Defensive Bias
Monthly market commentary
INCREASING RECESSION RISK WARRANTS A DEFENSIVE BIAS We’re pleased to introduce Equity Insight, a new monthly commentary from our Head of U.S. Equities. Each edition will offer timely perspectives on market trends and economic developments. In this inaugural issue, we explore the growing risks to the U.S….
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