We focus on being your trusted Investment Advisor, managing your portfolio using prudent fiduciary governance practices. At the same time, we go above and beyond investments to serve as an extension of your management team so that you can focus on running your organization. We provide holistic advice and custom solutions based on a consultative and collaborative discovery process that ensures we understand your unique situation when crafting our advisory recommendations.
Between financial market complexity, increased litigation, regulatory change and longer life expectancies, the retirement landscape is becoming increasingly challenging for plan sponsors. We help design your plan, populate and monitor its investments and educate participants so that you can strike the right balance between offering attractive retirement benefits and controlling costs. Our comprehensive approach focuses on minimizing employer liability and maximizing employee value. Procyon delivers a full range of customized solutions and services that make it easy for employers and employees to make retirement a success.
We coordinate our team’s breadth of resources under one
umbrella to be your team’s financial quarterback, with
other benefits that include:
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.
We offer 360-degree financial consulting for non-profits, including senior living organizations, government entities, and health care and educational institutions. Our intimate knowledge of the non-proﬁt space allows us to assess our clients’ ﬁnancial viability and optimize their investments and resources to support their long-term strategic growth objectives and ﬁduciary responsibilities.
A fundamental investment challenge as a trustee of an endowment or private foundation is balancing the need to maintain your spending target while preserving your fund’s real value. In today’s environment of low interest rates and high equity valuations, that balance can seem elusive.
Procyon can help identify investment solutions that work effectively for you based on a deep discovery process to understand your objectives as well as your risk sensitivities, spending requirements and liquidity needs. We can then design a customized and comprehensive approach aligned to your purpose that leverages our strengths in portfolio management and oversight services backed by our stringent reporting and operational support.
Our cash management capabilities include a variety of investment options and innovative strategies that allow us to customize solutions for our clients to meet their needs for safety, liquidity and yield.
We work with employers to help them balance their business needs with their employees’ benefits needs, providing access to effective and value-added employee health and welfare solutions that control cost, employ state-of-the-art technology and include education and training. Because we recognize that attracting and retaining the best available talent in their industry is key to our clients’ success.