Fulton, MD Office

Procyon serves a broad mix of clients including individual and high‑net‑worth households, families, trusts and estates, businesses, institutional investors, retirement plans, registered investment advisors, and pooled investment vehicles. The firm offers comprehensive investment management, financial planning, retirement-plan advisory and consulting, model‑portfolio signal delivery to other advisers, and advisory services to private funds.

Procyon’s investment process is tailored to each client and is primarily long‑term and fundamental‑analysis driven, with portfolios built from mutual funds, ETFs, individual equities and fixed income and implemented through internal due diligence and third‑party managers as appropriate. The firm executes both discretionary and non‑discretionary mandates and—uncommon for its peer group—manages a majority of assets on a non‑discretionary basis (approximately $5.66B non‑discretionary versus $3.54B discretionary); it also uses third‑party platforms (Dynasty, a Zoe/Apex digital wealth platform) and AI tools for research and monitoring, with human oversight of recommendations.

Notable distinctions include Procyon’s role as an adviser and portfolio manager for pooled investment vehicles and private funds, its provision of model signals to other RIAs, and the inclusion of institutional work that extends to ERISA retirement‑plan services (including non‑discretionary 3(38) and 3(21) roles) and engagements with state or municipal government clients. The firm also provides trust administrative access through a related trust provider and facilitates lending and platform options for clients—capabilities that are less common among similarly sized multi‑team advisors.