Our Services

Procyon serves as a true partner, creating an exceptional experience for our institutional clients, plan sponsors and their participants.

Procyon Partners is an independent, employee-owned financial advisory firm with a dual focus on:

  •  Helping institutions prudently manage the retirement plans, endowments and foundations that fall under their stewardship.
  • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, investment and risk management.

Institutional Consulting from Procyon Institutional Partners

In our role as a retirement plan advisor, we are driven to educate our clients on how to effectively optimize their retirement programs, protect their savings, and utilize effective investments in the context of pursuing their long-term goals. Our team has been recognized for our commitment to our clients by numerous independent publications including PLANSPONSOR magazine as its "2011 Retirement Plan Advisory Team of the Year" and by Barron's as one of the "Top 30 Institutional Consulting Teams" in 2015, 2016 and 2017. We have also been recognized by planadviser magazine as one of the Top 100 Retirement Plan Consulting Teams in the country from 2008 through 2017.

The core institutional consulting services we provide to our clients include:

Defined Contribution plan consulting services

  • Plan design support
  • Participant communication & education planning
  • Plan benchmarking review
  • Recordkeeper search and selection
  • ERISA 404(c) compliance support
  • QDIA determination support
  • Plan merger and acquisition support
  • Special investment product evaluation
    • Stable value review
    • Target date fund review
    • Asset allocation program review

Defined Benefit plan consulting services

  • Asset/liability modeling
  • Liability driven investing support
  • Defined benefit plan termination
  • Custodian, directed trustee and pay agent search and evaluation

Endowment and foundation consulting services

  • Asset allocation modeling
  • Spending policy support

360-degree financial consulting for non-profits including: senior living organizations, government entities, educational and other non-profit institutions

We have a long legacy of working with non-profit institutions, including senior living organizations such as Continuing Care Retirement Communities (CCRCs) and Life Plan Communities (LPCs), government organizations, schools and colleges, and a wide variety of other non-profit entities.
With an intimate knowledge of the non-profit space, Procyon takes a consultative approach to helping non-profits assess their financial viability and optimize their investments and resources to support long-term strategic growth objectives and fiduciary responsibilities.

Our services

  • Investment consulting and asset/liability analysis
  • Corporate retirement planning
  • Fiduciary consulting
  • Lending consulting and short-term lending solutions
  • Health care and benefit consulting

Who do we serve?

  • Life Plan Communities (LPCs)
  • Continuing care retirement communities (CCRCs)
  • Colleges, universities and educational institutions
  • Government institutions

Tap into Jim's latest thinking

The non-profit industry is constantly evolving. Gain insights on issues relevant to c-suite finance professionals and board of directors of non-profit institutions, including LPCs and and CCRCs.

Read additional opinions, trends and the latest research on issues and views relevant to the non-profit space in The Non-Profit Navigator.

Read more about the LPCs and CCRCs

View Blog

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Our objective is to help you simplify your financial decision-making, so you will be empowered to spend more time on what matters most to you.

We can achieve this by taking a comprehensive look at how to most effectively solve the interrelated challenges you face in planning your finances and managing your investments.

Our experienced team partners with our clients to address their more immediate challenges while simultaneously plotting a course to achieve their long-term dreams and objectives. Because we focus on building lasting relationships, Procyon is with you as a partner every step of the way, anticipating how to plan for and react to life’s inevitable twists and turns.

As your fiduciary, we will offer objective solutions to help assuage your concerns about the financial well-being of your family, right now, and in the future.

Some of the private wealth services we focus on include:

Wealth accumulation

  • Financial planning
  • Establishing financial security
  • Planning for a comfortable retirement
  • Building liquidity
  • Funding education for children or grandchildren
  • Saving for a major expenditure or investment

Wealth preservation and risk control

  • Aligning portfolio objectives with a changing lifestyle
  • Preserving assets and income in the event of disability, long-term care, or death
  • Managing retirement fund (accumulation and distribution)
  • Reducing taxes
  • Improving cash flow

Wealth transfer

  • Creating your legacy
  • Managing estate taxes
  • Gifting during lifetime
  • Testamentary transfers to beneficiaries
  • Maximize employee/executive compensation plans
  • Planning strategic philanthropy

Navigator by Procyon is a digital investment platform designed for investors who are looking to build their financial wealth through an online managed portfolio monitored by experienced investment specialists.

Developed and managed by Procyon Partners, Navigator by Procyon allows clients to develop a personalized investment strategy based on their individual risk tolerance and goals, and implement it through fee conscious portfolios managed by the Procyon Investment Committee. The process is fully web-based, enabling you to have access to state-of-the art mobile and web-based account applications easily and efficiently. We hope to partner with you in taking control of your financial future today, with the assurance that Procyon Partners is here to help you prudently pursue your financial dreams for tomorrow.


Complete the Questionnaire:

  • Click the button to the right: GET STARTED.

Then, enter Procyon access code 6811, and advance through the Account Opening Process.


Open your Account:

  • Open an account of your choice, and fund your account through different options outlined.


Keep in Touch:

  • Procyon will manage your investment portfolio, and make changes based upon your investment objectives and/or the evolving market environment.