Resource Partners

Procyon has chosen to engage the services of Dynasty Financial Partners—one of the industry's pre-eminent independent advisor platforms. This relationship enables Procyon to leverage the very best technology, research and investment solutions the industry has to offer for the benefit of our clients.

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Procyon with customizable, open-architecture wealth management solutions.

Dynasty’s core principle is “objectivity without compromise.” Dynasty is staffed with senior executives from the wealth management industry, and its board members include Harvey Golub, former chairman of American Express, and Bill Donaldson, former chairman of the SEC.

Dynasty Financial Partners has corporate offices in New York City; Chicago; Coral Gables, FL; and San Francisco.

As a registered investment adviser, Procyon Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc. and here is why: Schwab’s size and experience, financial strength and its range of outstanding services make it a compelling choice to safeguard your funds. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours.

Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.

Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

This leading web-based platform provides access to multiple investment programs, proposal generation tools and account management resources to help us develop and grow our firm offerings and assist clients in achieving a range of wealth management objectives.

Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

Atrato Advisors is a boutique consulting firm that provides highly individualized research and advisory solutions to the hedge fund investor community. The partners have a combined 25+ years of hedge fund investment experience including leadership roles in research and risk management specifically in the hedge fund selection arena. The supporting team has a strong investment and operational background from family offices, fund of funds, and financial analytics firms.  Atrato successfully marries highly investigative, qualitative due diligence with deep quantitative analysis and risk management to create optimal portfolio solutions.

iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Procyon with customizable, open-architecture wealth management solutions.

Dynasty’s core principle is “objectivity without compromise.” Dynasty is staffed with senior executives from the wealth management industry, and its board members include Harvey Golub, former chairman of American Express, and Bill Donaldson, former chairman of the SEC.

Dynasty Financial Partners has corporate offices in New York City; Chicago; Coral Gables, FL; and San Francisco.

As a registered investment adviser, Procyon Partners does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc. and here is why: Schwab’s size and experience, financial strength and its range of outstanding services make it a compelling choice to safeguard your funds. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours.

Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. You will receive customized operational alerts, instant online access to detailed account information and online cash management.

Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.

This leading web-based platform provides access to multiple investment programs, proposal generation tools and account management resources to help us develop and grow our firm offerings and assist clients in achieving a range of wealth management objectives.

Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

Atrato Advisors is a boutique consulting firm that provides highly individualized research and advisory solutions to the hedge fund investor community. The partners have a combined 25+ years of hedge fund investment experience including leadership roles in research and risk management specifically in the hedge fund selection arena. The supporting team has a strong investment and operational background from family offices, fund of funds, and financial analytics firms.  Atrato successfully marries highly investigative, qualitative due diligence with deep quantitative analysis and risk management to create optimal portfolio solutions.

iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.