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Procyon perspectives
09.15.2025
Interest Rate Decision: Some investors are questioning why cut rates now, while others...
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…
07.08.2025
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…
07.08.2025
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth ...
Industry News/Trends
By Phil Fiore
$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,…
06.08.2025
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…
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,…
04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Industry News/Trends
By Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON,…
Media articles
07.08.2025
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment
Industry News/Trends
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon has made its first acquisition since it sold a stake in itself to serial wealth management investor Constellation Wealth Capital (CWC). The $8bn firm said Tuesday…
Read More06.27.2025
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 MorePress releases
09.30.2025
Alpha Quant® Large Cap Growth
Alpha Quant® Large Cap Growth Alpha Quant Large Cap Growth is a high-conviction, high-quality portfolio consisting of 20 stocks that demonstrate sustainable profitability and strong growth fundamentals. The strategy focuses primarily on large-cap stocks, with the flexibility to include select mid-cap holdings. The portfolio typically…
Read More09.30.2025
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 profitability, valuation, low debt and strong cash flows. The strategy is built bottom-up and diversified…
Read More09.30.2025
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 earnings growth. The strategy is built bottom-up and diversified across sectors and industries. The portfolio…
Read More09.30.2025
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 companies with sustainable earnings growth. The strategy is built bottom-up and diversified across sectors and…
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Market commentary
01.25.2024
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…
Read More02.10.2023
“Transient”?! – 2022 Inflation & Beyond
Monthly market commentary
As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that began more than a decade earlier. Through several cycles both economic and geopolitical, including a…
Read More10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE WAS 20 YEARS AGO, THE SECOND-BEST TIME TO DO SO IS TODAY.” – ANCIENT CHINESE PROVERB
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the market’s high-water mark at the end of 2021. This includes the market value declines in…
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