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Procyon perspectives
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…
04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
By Procyon
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…
02.10.2023
“Transient”?! – 2022 Inflation & Beyond
Monthly market commentary
By Procyon
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…
12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the…
Media articles
04.17.2025
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 More04.02.2025
WealthManagement.com – Next Gen Advisors Don’t Want to be Cold Callers
Industry News/Trends
April 2, 2025 By Alex Ortolani For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients. Wealth management still may not be as sexy as investment banking, but…
Read More02.14.2025
InvestmentNews – Proactivity is key to client satisfaction, and it’s lagging
Industry News/Trends
FEB 13, 2025 By Gregg Greenberg Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study also shows a pretty substantial gap between the proactivity they want and…
Read More02.14.2025
InvestmentNews – ‘Money Mimosas’ and other ways to show your Valentine financial love
Industry News/Trends
FEB 14, 2025 By Gregg Greenberg Looking for something special to do with your one and only this Valentine’s Day? Perhaps an activity that shows how much you want your relationship to last, not just emotionally, but financially as well? How about sharing a “money mimosa”?…
Read MorePress releases
12.09.2025
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
BusinessWire – Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion
Industry News/Trends
Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion December 8, 2025 By Amiee Watts PROCYON EXPANDS NATIONAL PRESENCE WITH ADDITION OF OLV INVESTMENT GROUP, BRINGING TOTAL CLIENT ASSETS TO NEARLY $9 BILLION Acquisition Adds…
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…
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Market commentary
02.05.2021
2020 IN REVIEW, BUILDING BRIDGES & 2021’S BAR IS SET
Pop culture is suggesting 2020 should have its very own history curriculum with its outsized share of historical events! The graphic below highlights a few of those events. As we complete the first month of the new year, we continue to have our share of…
Read More11.13.2020
Markets, Elections and Vaccines – November 13th, 2020
Monthly market commentary
“Democracy is the worst form of government, except for all the others…” – Winston Churchill In this Procyon Perspectives, we cover several topics. We will provide a brief overview of October markets, comment on the US elections, take a deeper dive into the world of…
Read More10.09.2020
Market Update – October 9, 2020
Monthly market commentary
“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and if one fell asleep in January and woke up today the market returns year to…
Read More09.04.2020
Market Update – Labor Day and Some Normalcy? – September 4th, 2020
“Summer will end soon enough, and childhood as well.” George R. R. Martin Labor Day, Back-to-School and Some Normalcy? We do not know if you are fans of the hit HBO series Game of Thrones, but the quote from the show’s creator seems apropos today….
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