Northeast RIA Eyes Eastern Seaboard Expansion

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  • 08 mins 10 secs
Procyon Partners is coming up on its five-year anniversary. CEO and Co-Founder Phil Fiore, Jr. CIMA, CRPC discusses the firm's recent merger with Pivotal Planning Group, the team's goals of building out other verticals, and plans to expand throughout the Eastern Seaboard.
Channel: RIA TV
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Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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