Procyon Advisors, LLC is a financial advisory firm based in Shelton, Connecticut. It currently has approximately $1,240,000,000 of assets under management and employs about 37 people. Procyon Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Wright Investors’ Service, Inc. is a financial advisor firm established in 1961, providing investment advisory services under The Winthrop Corporation. The firm manages equity and fixed-income assets for various clients, including individuals, corporations, municipalities, and trust funds. They offer discretionary investment management services through wrap programs and sub-advisory services to bank trust departments. As of December 31, 2022, Wright managed over $1.2 billion in regulatory assets, with a portion on a discretionary basis. The firm also participates in platforms using its investment strategy models and provides mutual fund selection services. Clients may access company reports and publications for an annual fee. Fees for advisory services are negotiable and based on account size, with minimum annual fees specified. Wright does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment strategies involve analyzing equity and fixed-income securities, with a focus on financial strength and growth potential. Wright's Investment Committee, with over 78 years of combined experience, oversees investment selections and policies. The firm's Code of Ethics emphasizes integrity and client interests, with employees subject to preclearance procedures for personal trades. Wright does not take custody of client assets and provides detailed account reviews and statements. Clients receive quarterly and annual reports, including investment performance summaries. Wright's Proxy Voting Policy aims to vote proxies in the best interests of clients, with decisions made on a case-by-case basis. The firm maintains a business continuation strategy to address operational disruptions and potential risks, including cybersecurity and public health concerns.

Investmark Advisory Group LLC is an investment advisory firm offering customized services tailored to individual needs. The firm was established in November 2016, transitioning from Investmark Advisory Services, Inc., which started in November 1990. Investmark offers asset management programs, financial planning, and investment services. Advisory representatives are registered representatives with a broker/dealer, allowing them to recommend and execute transactions, potentially earning commissions up to 7% on invested assets. Investmark's fee structure includes an Annual Advisor Fee and a Program Fee based on account value. The firm manages client assets on a discretionary basis, offering various model strategies like fixed income, balanced, and equity portfolios. Investmark Advisory Group does not vote client securities and does not maintain physical custody of client funds. The firm discloses potential conflicts of interest

Beirne Wealth Consulting Services, LLC, also known as Beirne Group, is an SEC-registered investment adviser offering a Wrap Fee Program for clients. As of December 31, 2024, the firm managed over $1.1 billion in Regulatory Assets Under Management. The Program provides portfolio management services without separate brokerage commissions. Clients must enter into an agreement with the firm and open an account with approved brokers. Investment portfolios are managed on a discretionary or non-discretionary basis by the firm's representatives or Independent Managers. The firm acts as a fiduciary under ERISA for certain plans, providing written descriptions of services and compensation. Fees are asset-based and vary from 1.00% to 1.50% based on portfolio value tiers. Clients may make additions or withdrawals from their accounts, subject to certain conditions. The firm discloses potential conflicts of interest related to fee structures and compensation arrangements. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on client-specific needs and risk profiles. The firm also offers services for Health Savings Accounts and non-purpose loans. Beirne Group does not impose account minimums but may have minimum fees in certain cases. The firm provides ongoing account monitoring and conducts regular reviews with clients. Clients receive transaction confirmations and account statements from approved custodians. Beirne Group discloses its Code of Ethics, client referral practices, and arrangements for receiving economic benefits from third parties. The firm engages in surprise independent examinations of client assets and maintains custody through qualified custodians. Financial information disclosure is not required based on specific criteria. For more information, visit www.beirnegroup.com or contact (203) 701-8606.

Constitution Capital, LLC, operating as Constitution Investment Advisory and Portfolio Management, is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Established in January 2007 and registered in September 2020, the firm is owned and operated by Anthony J. Bavedas, Jr., CFP® (President and Senior Portfolio Manager), and Gregory J. Bavedas, CESTM (Senior Vice President, Managing Director, and Chief Compliance Officer). CIAPM offers wealth management services to individuals, high-net-worth individuals, trusts, estates, corporations, and charitable organizations, acting as a fiduciary and providing services such as investment management, financial planning, and related advisory services. The firm's investment strategy includes constructing customized portfolios using various investment vehicles, with a primary focus on long-term investments. CIAPM charges wealth management fees ranging from 0.50% to 1.40% annually based on factors like the scope of services and assets managed. The firm does not manage wrap fee programs and had $224,853,594 in assets under management as of December 31, 2024. Clients have discretion over their accounts, and CIAPM does not accept or maintain custody of client funds or securities. The firm does not charge performance-based fees and prioritizes transparency and client communication. For more information, clients can contact CIAPM at (475) 269-3200 or visit www.ciapm.com.

Cooper Financial Services, Inc., established in May 1985 by Michael James Butler, offers investment supervisory services to various clients, including individuals, pension plans, trusts, and corporations. The firm creates personalized Investment Policy Statements for clients, covering aspects like asset allocation, risk tolerance, and investment strategy. Clients may grant discretionary authority to CFS for investment decisions. The firm's fee schedule ranges from 0.75% to 1.25% of total assets under management, with fees collected quarterly in advance. CFS may recommend third-party money managers to clients, receiving compensation via fee sharing. The firm does not participate in wrap fee programs and has no minimum account size requirement. Investment strategies include long-term trading, short sales, and options writing. CFS uses methods like charting, fundamental, and technical analysis to guide investment decisions. The firm discloses potential conflicts of interest, such as receiving compensation for the sale of securities. Clients have the option to purchase recommended products through other brokers. CFS does not accept performance-based fees and maintains investment discretion for client accounts. The firm does not receive economic benefits for advice rendered to clients and does not compensate non-advisory personnel for client referrals. Clients' assets are primarily held at chosen custodians, and CFS has limited custody through fee deduction. Clients receive regular account statements and may request additional reports for a fee. CFS does not accept voting authority for client securities and has a sound financial standing without recent bankruptcy petitions.

GFS Wealth Management Advisors, Inc. dba Ganim Private Wealth is a Connecticut-based firm established in September 2016, owned by Coastline Holdings Group, LLC. The firm offers portfolio management services tailored to individual client goals, with a focus on investment strategy, asset allocation, and risk tolerance. GFS also provides pension consulting services and financial planning, specializing in specific investments like mutual funds, fixed income securities, real estate funds, and more. As a fiduciary, GFS acts in clients' best interests, avoiding practices that disadvantage clients. The firm charges a 1.50% annual fee based on assets under management, with fees paid in advance. Clients have the option to terminate agreements within specific timeframes. GFS does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and pension and profit-sharing plans with no minimum account size. The firm uses various methods of analysis and investment strategies, including charting analysis, cyclical analysis, and fundamental analysis. GFS does not have a soft dollars program and does not aggregate client securities for trading. Clients receive quarterly reports and financial plans, and GFS does not receive compensation for client referrals. The firm does not have custody of client assets and provides both discretionary and non-discretionary investment advisory services. GFS does not vote on client securities and has a sound financial standing without any recent bankruptcy petitions.

Wright Private Asset Management LLC, established in 2006, is a subsidiary of Wright Investors’ Service, Inc., which has been providing investment advisory services since 1961. As of December 31, 2014, WPAM managed $62,427,581 of regulatory assets under management on a discretionary basis. Clients can impose reasonable restrictions on investments. WPAM offers tailored advisory services to individuals, corporations, trusts, and more, with negotiable fees starting at 1.25% for the first $1,000,000. Fees are typically charged quarterly in advance based on the account's market value. The firm's investment philosophy focuses on equity securities, corporate debt, and other instruments, guided by detailed financial analyses and economic studies. The Investment Committee oversees the investment process, ensuring data integrity and research quality. WPAM does not charge performance-based fees and primarily serves high net worth individuals and various organizations. Clients receive detailed quarterly and annual statements, and WPAM does not assume custody of client assets. The firm does not vote proxies for client securities but complies with written policies if needed. WPAM's financial condition allows it to meet contractual commitments, with no bankruptcy history. For more details, visit www.wrightinvestorsservice.com or contact 203.783.4400.