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Procyon perspectives
12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Dr...
Industry News/Trends
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is pleased to announce the appointment…
07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
By Procyon
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…
05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
By Procyon
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…
01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
By Procyon
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income…
11.21.2023
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Intere...
Industry News/Trends
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
06.26.2023
Trending Now in Senior Living Investment Portfolio Allocation
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
Media articles
04.18.2025
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 More04.17.2025
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 MorePress releases
04.18.2025
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 More04.17.2025
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…
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Market commentary
07.29.2024
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…
Read More01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income markets drop a staggering -13% as the Federal Reserve acted aggressively to combat rising inflation….
Read More04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance in Financials, which were down (-5.6%). Small Caps (+2.7%) also lagged, as Financials make up…
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