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Wealth Management Tag

01 Apr

Posted at 15:12h in Media Articles by

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, we asked financial advisors to share their best advice for couples who want to create harmony around money.

25 Mar

Posted at 16:36h in Media Articles by

How to invest in today’s market, according to a pro

 

February 19, 2026 By Lucy Brewster

James Diver advises high net worth clients on investing in a wild market.

As a financial advisor to high net worth clients at Procyon, James Diver has seen it all. But with war in the Middle East upending markets, AI causing economic chaos, and stagflation coming to the fore, it’s not business as usual these days.

10 Feb

Posted at 13:46h in Media Articles by

AI Threat Widens to Financial Sector

 

February 10, 2026  By Xavier Martinez

Markets reacted sharply this week as AI concerns expanded beyond technology and into financial services, weighing on wealth-management stocks.

In The Wall Street Journal, Massimo Santicchia, our Head of U.S. Equities, offered his perspective following the latest retail sales data:

“Just because there’s one data point, I wouldn’t say that there’s a sign of economic weakness.”

08 Jan

Posted at 14:07h in Media Articles by

Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise

 

February 19, 2026 By  

Jeff Farrar, CFP, CIMA, AIF, Co Founder and Partner at Procyon, says that much of the work begins with helping military families manage continual transitions.

Andy Leung, Private Wealth Advisor at Procyon, notes that early discussions often revolve around foundational questions such as Post 9/11 GI Bill eligibility, the Yellow Ribbon Program, pension rules, VA benefits, and insurance needs. But as veterans advance in their careers, the planning demands become more sophisticated.

07 Jan

Posted at 15:07h in Media Articles by

Lines of Acceleration – The Signals that Shape Decision

 

January 7 2026  By Jennifer Hill

Procyon Partners’ Alpha Quant team uses free cashflow (FCF) discipline and momentum signals to identify ‘unconventional value.’

For Massimo Santicchia, head of US equities, traditional measures such as price/book, price/earnings, and price/sales have lost relevance.

31 Dec

Posted at 13:28h in Large Cap by

Alpha Quant® Value Equity is a focused portfolio of 30 stocks that exhibit attractive valuations across large‐ and mid‐cap stocks. The strategy aims to exploit investors’ fixation with short‐term events and underappreciation of cash‐flow trends. The portfolio will typically display strong free cash flow generation, lower debt leverage and lower valuation multiples as compared to the benchmark and peers. The portfolio is managed with a fundamentally based, systematic process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

31 Dec

Posted at 13:27h in Small Cap by

Alpha Quant® SMID Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across small- and mid-capitalization quality and value investment styles. The portfolio is comprised of small- and mid-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is built bottom-up and diversified across sectors and industries.

The portfolio is managed with a fundamentally based, systematic process with portfolio adjustments and annual rebalancing to equal weight to maintain the portfolio’s focused fundamental profile.

31 Dec

Posted at 13:25h in Defensive Equity by

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 as compared to the benchmark and peers. The portfolio is managed to mirror the underlying SmartALPHA® Defensive Value Index. Portfolio is driven by a rules-based process with quarterly reconstitution and annual rebalancing to maintain the portfolio’s focused fundamental profile.