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Wealth Management Tag

31 Dec

Posted at 13:14h 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.

31 Dec

Posted at 13:13h 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.

31 Dec

Posted at 13:11h 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.

31 Dec

Posted at 13:10h 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.

31 Dec

Posted at 13:08h 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.

31 Dec

Posted at 13:04h 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.

16 Dec

Posted at 22:46h in Media Articles by

Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

 

December 16, 2025 By Thomas Lee

Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and Texas. The addition of OLV boosts Procyon’s total AUM to nearly $9 billion and its total headcount to almost 80.

The acquisition, Procyon’s largest to date, expands its physical presence into the Midwest and South, and adds seven advisors and 13 team members. In July, Procyon announced acquired Wooster Corthell Wealth Management, a Glastonbury, Connecticut-based boutique advisory firm managing about $600 million in client assets at the time.

“Our goal has always been to build a firm that delivers comprehensive solutions through a team-based, client-first approach,” said Phil Fiore, CEO of Procyon. “By joining forces with OLV, we are extending the reach of our platform to new regions and clients with evolving financial needs.”

16 Dec

Posted at 22:43h in Media Articles by

Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut

 

December 16, 2025 By CityBiz

Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton, Connecticut.

Ms. Nealon brings nearly three decades of experience in comprehensive financial planning and retirement strategy. She joins Procyon from Wells Fargo, where she served as First Vice President, and managed more than $100 million for clients. Before that, she spent 15 years at Merrill Lynch. Ms. Nealon began her career in 1996 in operations at Smith Barney, giving her a comprehensive perspective on client service, operations, and investment advisory.

“We’re excited to welcome Bevin to the Procyon team,” said Phil Fiore, CEO of Procyon. “She brings deep experience in holistic financial advice, especially in retirement planning, and her client-centered approach aligns closely with our firm’s mission to provide highly personalized fiduciary advice.”

Ms. Nealon specializes in building customized financial plans that integrate long-term investment strategy with clients’ evolving retirement needs. Her addition supports Procyon’s continued growth and reflects the firm’s commitment to expanding its talent base to meet increasing demand for comprehensive wealth management services.

“Joining Procyon is a natural next step for me and my clients,” said Ms. Nealon. “This is a team of professionals who share my values- delivering objective, integrated advice tailored to each client’s unique financial journey.”

Ms. Nealon’s appointment marks the latest in a series of growth milestones for Procyon in 2025. Earlier this year, the firm expanded its national presence through the acquisitions of Wooster Corthell Wealth Management in Massachusetts, and the OLV Investment Group in Michigan. The firm also received a strategic minority investment from Constellation Wealth Capital to support ongoing expansion.

“Adding experienced professionals like Bevin is a key part of our strategy,” said Mr. Fiore. “We’re investing in people and partnerships that position Procyon to grow while maintaining the high standards of advice our clients expect.”

Ms. Nealon will be based in Procyon’s Shelton, Conn., office, and serve clients across the Northeast, California and Florida. Her role will focus on deepening client relationships through personalized wealth planning and bespoke portfolio management.

About Procyon

Procyon is a nationally recognized, independent registered investment advisory firm providing fiduciary-focused financial advice to private clients and institutions. Headquartered in Shelton, Connecticut, Procyon also operates offices in New York City, Long Island, Maryland, and now Michigan and Texas. The firm manages nearly $9 billion in client assets and offers an integrated service model that spans wealth management, retirement consulting, and employee benefits.

Procyon is a proud partner within the Dynasty Financial Partners Network of independent wealth management firms.

For more information, visit https://procyon.net

16 Dec

Posted at 22:41h in Press Releases by

Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut

 

December 16, 2025 By Sally Cates

Seasoned Advisor Brings Nearly 30 Years of Experience in Retirement Strategy and Personalized Wealth Planning

SHELTON, Conn.–(BUSINESS WIRE)–Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton, Connecticut.

Ms. Nealon brings nearly three decades of experience in comprehensive financial planning and retirement strategy. She joins Procyon from Wells Fargo, where she served as First Vice President, and managed more than $100 million for clients. Before that, she spent 15 years at Merrill Lynch. Ms. Nealon began her career in 1996 in operations at Smith Barney, giving her a comprehensive perspective on client service, operations, and investment advisory.

“We’re excited to welcome Bevin to the Procyon team,” said Phil Fiore, CEO of Procyon. “She brings deep experience in holistic financial advice, especially in retirement planning, and her client-centered approach aligns closely with our firm’s mission to provide highly personalized fiduciary advice.”

Ms. Nealon specializes in building customized financial plans that integrate long-term investment strategy with clients’ evolving retirement needs. Her addition supports Procyon’s continued growth and reflects the firm’s commitment to expanding its talent base to meet increasing demand for comprehensive wealth management services.

“Joining Procyon is a natural next step for me and my clients,” said Ms. Nealon. “This is a team of professionals who share my values- delivering objective, integrated advice tailored to each client’s unique financial journey.”

Ms. Nealon’s appointment marks the latest in a series of growth milestones for Procyon in 2025. Earlier this year, the firm expanded its national presence through the acquisitions of Wooster Corthell Wealth Management in Massachusetts, and the OLV Investment Group in Michigan. The firm also received a strategic minority investment from Constellation Wealth Capital to support ongoing expansion.

“Adding experienced professionals like Bevin is a key part of our strategy,” said Mr. Fiore. “We’re investing in people and partnerships that position Procyon to grow while maintaining the high standards of advice our clients expect.”

Ms. Nealon will be based in Procyon’s Shelton, Conn., office, and serve clients across the Northeast, California and Florida. Her role will focus on deepening client relationships through personalized wealth planning and bespoke portfolio management.

About Procyon

Procyon is a nationally recognized, independent registered investment advisory firm providing fiduciary-focused financial advice to private clients and institutions. Headquartered in Shelton, Connecticut, Procyon also operates offices in New York City, Long Island, Maryland, and now Michigan and Texas. The firm manages nearly $9 billion in client assets and offers an integrated service model that spans wealth management, retirement consulting, and employee benefits.

Procyon is a proud partner within the Dynasty Financial Partners Network of independent wealth management firms.

For more information, visit https://procyon.net

Follow Procyon:

LinkedIn: Procyon

Twitter: @ProcyonPartners

Facebook: facebook.com/ProcyonPartners

 

Contacts

Media Contact
Sally Cates

646-704-4500

10 Dec

Posted at 14:53h in Media Articles by

CT investment advisory firm makes $500M acquisition

 

December 10, 2025 By Michael Juliano

Shelton registered investment advisory firm Procyon Partners has acquired a Michigan-based wealth management firm, OLV Investment Group, with $500 million in client assets. OLV Investment Group maintains headquarters in Flint, Michigan, and locations in Livonia, Rochester and Saginaw, Michigan and Frisco, Texas.

09 Dec

Posted at 20:43h in Media Articles by

Procyon Buys $500 Million Firm With Offices In Michigan And Texas

 

December 9, 2025  By Jeff Berman

ynasty Financial Partners network partner firm Procyon Advisors announced Monday that it acquired OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and Texas.

The acquisition, Procyon’s largest to date, expands its physical presence into the Midwest and South, and adds seven advisors and 13 team members, it said.

The addition of OLV boosts Procyon’s total AUM to nearly $9 billion and its total headcount to almost 80, Procyon said.

“Our goal has always been to build a firm that delivers comprehensive solutions through a team-based, client-first approach,” Phil Fiore, CEO of Procyon, said in a news release. “By joining forces with OLV, we are extending the reach of our platform to new regions and clients with evolving financial needs.”

He added, “This is about applying what we’ve built to serve a wider audience, without ever losing the personal touch that defines us.”

For individual investors and families, Procyon provides investment management, financial planning, tax strategy, estate planning coordination and business-owner advisory services, it said. On the institutional front, Procyon said it helps companies design and manage retirement and health plans while educating plan participants.

OLV emphasizes planning, transparency and education, according to Procyon.

“We’re proud of the business we’ve built and the trust we’ve earned from clients over the years,” Tim Tenneriello, CEO of OLV Group, said in the news release. “In Procyon, we’ve found a partner that shares our values and enhances our ability to grow alongside our clients.”

In July, Procyon announced that it acquired Wooster Corthell Wealth Management, a Glastonbury, Connecticut-based boutique advisory firm managing about $600 million in client assets at the time. That deal boosted Procyon’s AUM to about $8 billion at the time.

09 Dec

Posted at 15:19h in Media Articles by

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 in assets under management, taking Procyon’s total AuM to almost $9 billion and its headcount to nearly 80.

The acquisition is the largest that Procyon has carried out so far, it said in a statement yesterday.

“By joining forces with OLV, we are extending the reach of our platform to new regions and clients with evolving financial needs,” Phil Fiore, CEO of Procyon, said.

Headquartered in Shelton, Connecticut, Procyon operates from offices in New York City, Long Island, Maryland – and now Michigan and Texas. It is a partner within the Dynasty Financial Partners Network.