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Procyon perspectives
06.30.2026
Alpha Quant® SMID Cap
Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap…
06.30.2026
SmartALPHA® Defensive Value Equity Strategy
SmartALPHA® Defensive Value Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio…
06.30.2026
SmartALPHA® Defensive Growth Equity Strategy
SmartALPHA® Defensive Growth Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio…
06.30.2026
SmartALPHA® Defensive Equity Strategy
SmartALPHA® Defensive Equity Strategy aims to outperform the market over a full market cycle. It is expected to strongly out-perform during periods of economic contraction through recession phases. The portfolio is…
06.30.2026
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…
06.30.2026
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…
Media articles
05.06.2026
For Women in Wealth Management, Motherhood Can Be a Valuable Asset
Industry News/Trends
For Women in Wealth Management, Motherhood Can Be a Valuable Asset May 06, 2026 By Steve Garmhausen “I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my…
Read More05.01.2026
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’
Industry News/Trends
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’ May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re…
Read More05.01.2026
5 Smart Money Moves to Consider Before Signing Up for Medicare
Industry News/Trends
5 Smart Money Moves to Consider Before Signing Up for Medicare May 01, 2026 By Beth Braverman “There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up,…
Read More04.28.2026
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore
Industry News/Trends
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore April 28, 2026 By David Armstrong In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned…
Read MorePress releases
07.06.2026
Does Texas Have an Estate Tax?
Retirement plans
What is Estate Tax? If you live in Texas and are considering estate planning, it’s important to understand the complexities of the tax landscape. While Texas does not impose an estate tax, federal estate tax laws may still affect your wealth transfer. Estate and inheritance…
Read More07.02.2026
How Independence Became Real for 4 Financial Advisors
Industry News/Trends
How Independence Became Real for 4 Financial Advisors July 02, 2026 By Shirl Penney Our co-founder and CEO @Phil Fiore, Jr. was featured in Barron’s discussing what it meant for him and his co-founders to launch Procyon in 2017. A few days before launch,…
Read More06.30.2026
Alpha Quant® Value Equity
Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation of cash‐flow trends. The portfolio will typically display strong free cash flow generation, lower debt…
Read More06.30.2026
Alpha Quant® SMID Cap
Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is…
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Market commentary
05.22.2026
Global Equity Outlook
Monthly market commentary
The Reflationary Case The markets are telling a reflationary story right now. Economic growth is broadening, inflation is firming, and risk appetite is healthy. In this environment, history suggests favoring the parts of the global equity market that benefit when growth accelerates: emerging markets, value-oriented…
Read More04.16.2026
Rotation, Resilience, and Fundamentals Amid Geopolitical Shock
Monthly market commentary
Executive Summary Q1 2026 ultimately reflected a rotation-driven market under a temporary inflation shock, rather than a deterioration in underlying economic fundamentals. While the S&P 500 declined 4.3% over the quarter, leadership broadened meaningfully across small caps, value, international equities, and commodities, cushioning diversified portfolios…
Read More03.03.2026
A Market Perspective on Recent Middle East Events
Monthly market commentary
Over the weekend, the U.S. and Israel launched coordinated military strikes against Iran, targeting senior leadership, military infrastructure, and components of its nuclear program. Iran’s Supreme Leader has reportedly been killed, and Iran has responded with missile and drone attacks across the region. President Trump…
Read More02.09.2026
From Disinflationary Growth to a Broader Expansion
Monthly market commentary
EXECUTIVE SUMMARY The U.S. economy is transitioning from a narrow, services-led disinflationary expansion to a broader growth regime marked by a manufacturing rebound, persistent inflation friction, and an expansion of corporate earnings participation. After a prolonged contraction, manufacturing activity has re-entered expansion, driven by a…
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