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Wealth Management Tag

08 Dec

Posted at 19:37h in Media Articles by

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 deal brings aboard OLV Investment Group, a Flint, Mich.-based RIA overseeing roughly $500m in client assets.

‘By joining forces with OLV, we are extending the reach of our platform to new regions and clients with evolving financial needs,’ Procyon chief executive Phil Fiore stated. ‘This is about applying what we’ve built to serve a wider audience, without ever losing the personal touch that defines us.’

08 Dec

Posted at 13:32h in Media Articles by

Dynasty-Backed Procyon Acquires $500M OLV Investment Group

 

December 8, 2025  By Diana Britton

Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over $500 million in client assets and locations in Michigan and Texas.

The deal brings Procyon’s total assets under management to nearly $9 billion and total headcount to nearly 80. The addition also expands Procyon’s presence into the Midwest and South, bringing on seven new advisors and 13 team members. 

10 Nov

Posted at 20:57h in Media Articles by

What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.

 

November 10, 2025  By Harris Baltch

Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition target that believes that we, as a collective, are better together. If they believe a deal is just about them making us better, or just about us making them better, then that would be a significant cultural disconnect.

They need to eliminate the “this is our team” approach. At Procyon we have a “one team one dream” approach and we don’t have silos. So, adapting to that philosophy is a major component of any deal.

29 Oct

Posted at 20:15h in Media Articles by

Benefits Think Why more employers are embracing total benefits consulting

 

October 29, 2025  By Sean Rabinowitz Thomas Gahan

As the lines between  financial wellness and physical well-being continue to blur in today’s workplace, employers are rethinking how they deliver employee benefits. The result is a growing shift toward the total benefits consulting (TBC) model, an approach that unites all aspects of benefits strategy under one integrated advisory team.

07 Oct

Posted at 19:46h in Media Articles by

Growth-Minded FAs Look Beyond AUM to Divvy Up Clients

 

October 7, 2025  By  Sam Del Rowe

Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important client tiers. Client segmentation is a key practice of advisors who grow sustainably regardless of market conditions, according to a study from LPL Financial.

30 Sep

Posted at 19:04h in Large Cap by

Alpha Quant® Core Equity is a portfolio of about 50-60 large-cap stocks that exhibit a combination of higher return on invested capital, stronger free cash flow generation, and lower debt leverage 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.

30 Sep

Posted at 19:02h in Large Cap by

Alpha Quant® Dividend Equity is a focused portfolio consisting of 30 large-cap stocks with strong dividend persistence. The portfolio invests in companies that not only offer high yield, but also have characteristics indicative of strong dividend growth potential. The portfolio is managed with a fundamentally based, systematic process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

30 Sep

Posted at 19:01h in Large Cap by

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 exhibits superior profitability, measured by return on invested capital and higher projected long-term EPS growth compared to its benchmark and peers. It is managed using a fundamentally driven, systematic process with quarterly portfolio adjustments to maintain its focused fundamental profile.

30 Sep

Posted at 18:58h in Mid Cap by

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 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.

30 Sep

Posted at 18:57h in Mid Cap by

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 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.

30 Sep

Posted at 18:55h in Mid Cap by

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 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.

30 Sep

Posted at 18:54h in Mid Cap by

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 sustainable earnings growth. 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.