As your trusted Investment Advisor, we manage your portfolio with prudent fiduciary governance practices, allowing you to concentrate on running your organization. Our consultative and collaborative discovery process ensures that we provide customized solutions that address your unique needs, going beyond investments to meet your objectives and obligations with holistic advice and expert guidance.
Procyon is dedicated to providing comprehensive retirement plan services to help plan sponsors meet the challenges of an ever-evolving retirement landscape. We understand that financial market complexities, increased litigation, regulatory change, and longer life expectancies have made it difficult for plan sponsors to balance offering attractive retirement benefits while controlling costs. We address these challenges by offering a full range of customized services and solutions designed to minimize employer liability and maximize employee value.
In addition to these plan services, we offer employee education and advice, individual and group meetings, a dedicated 1-800 financial help center, financial planning, and a custom financial wellness web portal.
Our team of professionals acts as your financial quarterback, coordinating our resources under one umbrella.
We help retirement plan sponsors manage their fiduciary obligations and can assist their compliance in all aspects of their plan’s operations, from administration and vendor management to plan design and employee education.
Procyon offers comprehensive financial consulting for non-profit organizations, including senior living communities, government entities, and health care and educational institutions. With our extensive knowledge of the non-proﬁt sector, we’re able to evaluate the ﬁnancial viability of our clients and optimize their investments and resources to support their long-term strategic growth objectives and ﬁduciary responsibilities.
We serve a variety of non-profit organizations, including Life Plan Communities (LPCs), Continuing Care Retirement Communities (CCRCs), colleges, universities, government institutions, and healthcare organizations. Our services include investment consulting, institutional retirement planning, fiduciary consulting, lending consulting, short-term lending solutions, health care and benefits consulting, and cash management.
Our investment experts work closely with clients to identify solutions that maintain spending targets while preserving the real value of their funds.. Through a rigorous discovery process, we gain a deep understanding of our clients’ objectives, risk sensitivities, spending requirements, and liquidity needs. We then design customized investment strategies that align with their purpose.
Our cash management services include a variety of investment options and innovative strategies tailored to meet our clients’ safety, liquidity, and yield requirements.
We work with employers to provide access to effective and value-added employee health and welfare solutions that control cost and employ state-of-the-art technology, education, and training.