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Procyon perspectives
12.31.2025
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…
12.31.2025
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…
12.31.2025
Alpha Quant® Quality Equity
Alpha Quant® Quality Equity is a high conviction, high quality portfolio consisting of 30 stocks that display sustainable profitability and growth fundamentals. The strategy aims to be focused in large-caps with…
12.31.2025
Alpha Quant® Mid Cap Value
Alpha Quant® Mid 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 managing…
12.31.2025
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…
12.31.2025
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…
Media articles
12.09.2025
WealthSolutionsReport – Procyon Buys $500 Million Firm With Offices In Michigan And Texas
Industry News/Trends
Procyon Buys $500 Million Firm With Offices In Michigan And Texas December 9, 2025 By Jeff Berman ynasty Financial Partners network partner firm Procyon Advisors announced Monday that it acquired OLV Investment Group, a wealth management firm with about $500 million in assets under…
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FWP – Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV
Industry News/Trends
Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV December 9, 2025 By Family Wealth Reports Editorial Staff Procyon, an RIA, has acquired OLV Investment Group, a wealth management firm in Michigan and Texas. The acquisition brings about $500 million…
Read More12.09.2025
PrivateBanker – Procyon acquires OLV to expand presence in US
Industry News/Trends
Procyon acquires OLV to expand presence in US December 9, 2025 By Vidyasagar Maddela S-based registered investment advisory (RIA) firm Procyon Partners has acquired OLV Investment Group to expand its footprint into the Midwest and South. OLV is a wealth management firm operating…
Read More12.08.2025
CityWire – Procyon acquires $500m Michigan RIA
Industry News/Trends
Procyon acquires $500m Michigan RIA December 8, 2025 By Alec Rich Connecticut RIA Procyon revealed one of its largest deals to date on Monday, as the firm continues to scale up since selling a stake to Constellation Wealth Capital (CWC) earlier this year. Procyon’s…
Read MorePress releases
12.31.2025
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 will typically display strong earnings and revenue momentum and good cash flow generation. The portfolio…
Read More12.31.2025
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 managed to track an equal-weighted blend of the SmartALPHA® Defensive Growth and Value Indexes with…
Read More12.31.2025
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 More12.31.2025
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…
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Market commentary
05.08.2025
Fragile Foundations: Tariff Policy and the Divergence in Market Expectations
Monthly market commentary
FRAGILE FOUNDATIONS: TARIFF POLICY AND THE DIVERGENCE IN MARKET EXPECTATIONS We’re pleased to share the May 2025 edition of Equity Insight. In this update we explore recent developments in tariff policy, market volatility, corporate earnings, and the evolving outlook for investor sentiment. From shifting trade dynamics…
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….
Read More04.11.2025
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…
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-…
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