09.29.2021
Private wealth management & investing, Personal finance, Webinar
Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take a deeper look into some of the “alternative asset” classes that can be owned as a compliment to an existing diversified core strategy. We will…
Read More07.13.2021
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and institutional investors alike, and while that may never change Procyon takes a look deeper to…
Read More07.13.2021
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic economy. Balanced portfolios are the bedrock of private wealth and institutional investors alike, and while that may never change Procyon takes a look deeper to…
Read More03.31.2021
Private wealth management & investing, Personal finance, Webinar
On Wednesday, March 31, 2021, Antonio Rodrigues, Partner & Senior Portfolio Manager of Procyon Partners, hosted the online event focusing on investing and economic trends accelerated by the COVID-19 pandemic. Joining Antonio was Mark Rich, CFP®, and Senior Financial Analyst, and Chief Investment Officer of…
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