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Procyon perspectives
10.07.2022
Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena
Industry News/Trends
07.20.2022
MARKET UPDATE: THE HEAT IS ON!
Monthly market commentary
Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927- 1996): “You have to love a Nation that celebrates its Independence every July 4…with…
07.13.2022
Case-Study: Improve Your Investment Menu & Fee Transparency as a Plan Sponsor
Institutional Clients
06.15.2022
MARKET UPDATE: A TIME TO BE HUMBLE
Monthly market commentary
The US Stock market entered a bear market recently, dropping -20% from the previous high which occurred on January 3rd. We’re now five months into the bear market which we…
04.04.2022
RIA tv Interview – Phil Fiore on Procyon’s Growth
Personal finance
March 2022 – RIA tv’s Jenna Dagenheart interviews Procyon CEO, Phil Fiore, who discusses the joining of Pivotal Planning Group with Procyon Partners in 2021. Watch the replay below!
03.10.2022
MARKET SPOTLIGHT: RUSSIA IN UKRAINE
Monthly market commentary
As the Russia-Ukraine war continues and uncertainty builds across global markets, we have compiled some thoughts for you regarding the direct and indirect risks we see unfolding, including sanctions, oil…
Media articles
05.14.2024
Wealth Solutions Report – How To Improve Your Service For Female Clients
Industry News/Trends
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…
Read More05.09.2024
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
Industry News/Trends
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…
Read More05.06.2024
Forbes – Methodology: Best-In-State Wealth Advisors 2024
Industry News/Trends
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals and families across the United States. His expertise lies in implementing an innovative and comprehensive…
Read More04.09.2024
WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Industry News/Trends, Institutional Clients
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…
Read MorePress releases
06.28.2024
InvestmentNews – Financial planners not playing games with GameStop
Industry News/Trends
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks even if they were blue-chips. By Gregg Greenberg Daytraders are once again going gaga for GameStop and other so-called meme stocks. Financial advisors likely won’t be…
Read More06.25.2024
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Industry News/Trends
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between. We…
Read More05.14.2024
Wealth Solutions Report – How To Improve Your Service For Female Clients
Industry News/Trends
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…
Read More05.09.2024
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
Industry News/Trends
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…
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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
04.08.2021
THE GRASS IS GREENER WHERE YOU WATER IT
Welcome to Spring! Spring cleaning takes on extra significance this year as we all look forward to ending what seemed like a long winter’s rest! We share the excitement of welcoming the warm fresh air after a year of lockdowns and beginning to close the…
Read More02.05.2021
2020 IN REVIEW, BUILDING BRIDGES & 2021’S BAR IS SET
Pop culture is suggesting 2020 should have its very own history curriculum with its outsized share of historical events! The graphic below highlights a few of those events. As we complete the first month of the new year, we continue to have our share of…
Read More11.13.2020
Markets, Elections and Vaccines – November 13th, 2020
Monthly market commentary
“Democracy is the worst form of government, except for all the others…” – Winston Churchill In this Procyon Perspectives, we cover several topics. We will provide a brief overview of October markets, comment on the US elections, take a deeper dive into the world of…
Read More10.09.2020
Market Update – October 9, 2020
Monthly market commentary
“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and if one fell asleep in January and woke up today the market returns year to…
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