Procyon Perspectives
Procyon Perspectives
The world as we see it
Jeff Farrar, CFP®, CIMA®, AIF®
Co-Founder and Partner
Executive Managing Director
Chief Operations Officer
Market commentary
Top tips for young financial advisors
Top tips for young financial advisors July 30, 2025 by Suleman Din and Bernice Napach Take the uphill challenge of building aRead More
Veteran women advisors offer career advice to up-and-comers
Veteran women advisors offer career advice to up-and-comers July 22, 2025 By Gregg Greenberg Women represent 31% of US financial advisorsRead More
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon hasRead More
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management Acquisition Adds $600 Million In Assets, Deepens National Independent Platform,Read More
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 andRead More
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, andRead More
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.Read More
Alpha Quant® Quality Equity
Alpha Quant® Quality Equity is a high conviction, high quality portfolio consisting of 30 stocks that display sustainable profitability and growthRead More
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 andRead More
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 strongRead More