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Procyon perspectives
06.30.2025
Alpha Quant® Mid Cap Quality Growth
Alpha Quant® Mid Cap Quality Growth portfolio is a systematic strategy that selects companies with high return on equity and strong cash flows. The strategy aims to select profitable companies with…
06.30.2025
Alpha Quant® Mid Cap Quality
Alpha Quant® Mid Cap Quality portfolio is a systematic strategy that selects companies with high return on invested capital, strong cash flows, and high productivity. The strategy aims to select profitable…
06.30.2025
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…
06.30.2025
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…
06.30.2025
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…
06.30.2025
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…
Media articles
06.27.2025
Beware Hidden 401(k) Withdrawal Protocols
Industry News/Trends
Beware Hidden 401(k) Withdrawal Protocols June 27, 2025 By Ben Mattlin Most retirees know that at some point they’re going to start moving money out of their 401(k) plans. But not everybody thinks about how that happens, or how many ways there are to do…
Read More06.26.2025
DUE DILIGENCE REPORT – SMALL AND MID-CAPS
Industry News/Trends
DUE DILIGENCE REPORT – SMALL AND MID-CAPS June 26, 2025 By Jen Hill Playful now, powerful next Don’t let their stature fool you – small and mid-caps are built for more than play. Nimble, focused, and wired for innovation, they are poised to outpace the…
Read More06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Industry News/Trends
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Industry News/Trends
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today. By Sally Cates Although Memorial Day is often thought of as the kickoff to summer, its real…
Read MorePress releases
07.08.2025
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management
Industry News/Trends
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management Acquisition Adds $600 Million In Assets, Deepens National Independent Platform, and Strengthens Procyon’s Capabilities in Multi-Generational Wealth Planning July 8, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon, a rapidly growing independent registered…
Read More06.30.2025
Alpha Quant® Small Cap Value
Alpha Quant® Small Cap Value portfolio is a systematic strategy that invests in companies with strong cash flows, lower debt and high free cash flow yield. With the goal of avoiding value traps, the strategy excludes companies with high levels of short interest. The strategy is…
Read More06.30.2025
Alpha Quant® Small Cap Quality
Alpha Quant® Small Cap Quality portfolio is a multi-strategy, systematic portfolio that invests in companies based on profitability, low debt, and strong cash flows. Based on the underlying factors employed, this quality-oriented portfolio may tend to display value characteristics as well. The strategy is built bottom-up…
Read More06.30.2025
Alpha Quant® Small Cap
Alpha Quant® Small Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small-capitalization quality and value investment styles. The portfolio is comprised of small-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is built bottom-up and diversified…
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Market commentary
01.30.2025
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 More07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
Read More05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the 1st quarter, and up 28.5% since October, 27th of 2023. If you recall, this market…
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