Trust, transparency and results are what our clients tell us they value most when working with us. It matters to them that we are 100% independent fiduciaries; that they can clearly see the costs and benefits of their investment portfolios; that they understand what they own and why; and that they get results.
We can help you craft a vision of the future you want to achieve by fulfilling your personal and professional goals, and then support it with a financial plan that serves as a roadmap designed to help make that future a reality.
Transcending the boundaries of traditional financial planning, investment management and advice, we support our clients through the important decisions in their lives, both personal and professional.
Our clients regularly seek our guidance on a range of issues, including:
The Procyon team is committed to supporting you with the answers you need to achieve your life goals, every step of the way. Our team includes Certified Financial Planners (CFPs®) experienced in helping people plan their future well. Learn more about the benefits of partnering with a CFP®:
The client experience with Procyon
We offer you the big picture and put you on course for long-term success using an integrated and coordinated approach to managing your wealth. Your partnership with us begins with:
Tailor-made for you
Procyon understands the importance of customizing your investments to fit both you and your goals. With this in mind, we use the same time-tested investment principles we employ with our institutional clients to create a customized, cost-effective investment plan for you. That can range from passive investment vehicles to active portfolios comprised of stocks, bonds, exchange-traded funds and mutual funds that are managed at Procyon, to engaging institutional investment managers to run specific asset class segments of the portfolio. We also utilize alternative investments such as private equity, hedge funds or managed futures for appropriate clients.
Ultimately our advice is what we deliver, and our independence and access to innovative products enable us to provide personalized solutions for wealth generation and preservation. We proactively conduct regular review meetings to help our clients navigate life’s milestones and identify adjustments along the way.
You set the goals, we’ll set the course.
Here to guide every stage of our clients’ journey
Our fees are structured as follows:
Assets < $1 million: 1.25%
Between $1 million and $5 million: 1%
Between $5 million and $10 million: 0.75%
Between $10 million and $20 million: 0.65%
Between $20 million and $50 million: 0.55%
Between $50 million and $100 million: 0.45%
Over $100 million: Negotiable
We focus on nurturing lasting partnerships with our clients. Procyon stands by our clients’ side every step of the way along life’s milestones and inevitable twists and turns. We’re able to resolve our clients’ immediate challenges and plot a course for them to achieve their long-term objectives across all ages, stages and generations.