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Procyon perspectives
06.30.2026
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…
06.30.2026
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…
06.30.2026
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…
06.30.2026
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…
06.30.2026
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…
06.30.2026
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…
Media articles
04.01.2026
Is Money Destroying Your Relationship? Advice From Money Pros.
Industry News/Trends
Is Money Destroying Your Relationship? Advice From Money Pros. February 19, 2026 By Steve Garmhausen In a country plagued by low financial literacy, it’s good to know that personal finance courses are becoming a requirement for high school students. For this week’s Barron’s Advisor Big Q,…
Read More03.31.2026
How a former Marine built a veteran niche on LinkedIn
Industry News/Trends
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.
Read More03.31.2026
Women Advisors See Opportunity in the Great Wealth Transfer
Industry News/Trends
Women Advisors See Opportunity in the Great Wealth Transfer March 31, 2026 by Sally Cates Women are poised to influence one of the largest shifts of wealth in modern financial history. According to Cerulli, through the next two decades, roughly $124 trillion is expected to…
Read More03.26.2026
Women in Leadership: A Conversation with Bevin Nealon, CFP® of Procyon
Industry News/Trends
Women in Leadership March 26, 2026 By Investor Magazine Staff Contributor To me, being a trailblazer means building your own path instead of waiting for one to be handed to you. A Conversation with Bevin Nealon, CFP® of Procyon.
Read MorePress releases
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 will typically display strong free cash flow generation, lower debt leverage and lower valuation multiples…
Read More06.30.2026
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 will typically display strong earnings and revenue momentum and good cash flow generation. The portfolio…
Read More06.30.2026
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 managed to track an equal-weighted blend of the SmartALPHA® Defensive Growth and Value Indexes with…
Read More06.30.2026
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 value traps, the strategy excludes companies with high levels of short interest. The strategy is…
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Market commentary
10.15.2025
U.S. Macro and Market Commentary
Monthly market commentary
Third Quarter in Review: US equities moved higher in the quarter and are now up substantially year to date. Within large caps, the S&P 500 was up 8.1% in the quarter and now up 14.8% year to date. Small cap stocks were even stronger in…
Read More09.15.2025
Interest Rate Decision: Some investors are questioning why cut rates now, while others are pressing hard for immediate relief
Monthly market commentary
Although the US economy has been resilient, the effect of higher rates and trade wars has not been evenly distributed. The concentrations of both capital investment and subsequent earnings continue to build in the tech sector despite a stricter borrowing environment and more difficult global…
Read More07.08.2025
Liberation Day to Independence Day: Tariffs, Tensions, and Triumph
Monthly market commentary
On the surface, the second quarter of 2025 was a blockbuster quarter for equity markets. U.S. and international equities surged over 10%, driven by a powerful rally that took hold in April and rarely let up. Small caps lagged but still posted a solid 8.5%…
Read More06.08.2025
Strategic Macro Themes: Navigating a Shifting Global Landscape
Monthly market commentary
Strategic Macro Themes: Navigating a Shifting Global Landscape As global capital flows continue to realign across economies and corporate balance sheets, our team is closely tracking several critical macroeconomic and geopolitical developments. Below is a summary of the key themes shaping our strategic outlook: Trade…
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