Our services

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Our services

Procyon has a dual focus on providing fiduciary investment advisory services to institutions and retirement plans, and personal wealth management services to individuals and families. We make it our goal to help our clients achieve theirs.

Institutional clients

We focus on being your trusted Investment Advisor and managing your portfolio using prudent fiduciary governance practices.

Individual investors

Our integrated approach to financial planning, investment management and ongoing advice simplifies financial decisions for our clients and helps them successfully navigate their unique life journey.