Trust, transparency, results – the bedrocks of our firm
A fulfilling partnership requires trust, open and honest communication, with an unwavering commitment to long-term results. Procyon lives and breathes these values in our day-to-day interactions with our individual, institutional and employer clients to forge relationships that last.
Innovative solutions that serve our clients
We strive to creatively solve client problems with tailored investment solutions, taking the time to be strategic partners and advisors. This requires a deep toolkit, a true understanding of risk and reward, and a commitment toward shared outcomes. Depend on Procyon as your trusted partner, every step of the way.
How we serve
individual investors
Comprehensive financial planning and investment and risk management supporting affluent individuals, families and professionals/business owners.