Independence - Reimagined
Independence Reimagined
Experience the Power of Partnership
Experience the Power
of Partnership
Imagine...
and Experience
Comfort
in embracing or renewing your independence without the unease of being alone
Confidence
in your back office team so you can focus on meeting your clients’ needs
Trust
that the best interests of you and your clients are our top priority and constant focus
Longevity
to our partnership, supporting your success through all stages of your business
Comradery
with your Vicus Capital family because we truly care about you and your wellbeing
See how our purpose-built, customized support structure encompassing cross departmental collaboration can deliver the unique experience you desire.
we are uniquely positioned to
Stand Behind our Promises
Independence
to serve your clients when and how they deserve, while still being part of a large support network
Opportunity
to achieve the growth and style of business you would like to create - you're always in the driver's seat
Leadership
rooted in the client/advisor relationship and cemented in high-quality, familial-style service
Company Culture
cultivating top talent in the industry to create a unique and rewarding partnership unobtainable elsewhere
We Listen*
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* These testimonials were given by Investment Advisor Representatives of Vicus Capital and no compensation was provided directly or indirectly. These testimonials are not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other Investment Advisor Representatives. Please visit the SEC Advisor Report to see more on the background of these professionals.
ENGAGE
Financial Advisors
Flexible, tailored offerings and services to ensure you and your business remain focused solely on your clients
Unparalleled direct access to team leaders across advisor relations, investment management, operations, compliance, and marketing
Expansive suite of fee-based managed model programs and custom portfolio design options
Unparalleled direct access to team leaders across advisor relations, investment management, operations, compliance, and marketing
Expansive suite of fee-based managed model programs and custom portfolio design options
Institutional Investors
Wealth planning solutions designed to address a spectrum of goals and objectives
Personalized portfolios through unique combinations of managed models and custom allocations
Keen attention to detail in providing flexibility to wealth plans throughout the investment lifecycle
Personalized portfolios through unique combinations of managed models and custom allocations
Keen attention to detail in providing flexibility to wealth plans throughout the investment lifecycle
Broker Dealers & RIAs
Distinct edge to provide robust fee-based wealth planning solutions for advisors and their clients
Ever-growing platform designed to meet the expanding needs of today’s successful advisors
Top-tier compliance and operations teams dedicated to ensuring efficiencies and adherence to a variety of mandates
Ever-growing platform designed to meet the expanding needs of today’s successful advisors
Top-tier compliance and operations teams dedicated to ensuring efficiencies and adherence to a variety of mandates
Partners at Any Stage
Start Your Business
Taking your first step towards independence may seem daunting, but Vicus Capital will guide you every step of the way. Feel ready to embrace independence!
Grow and Expand
With decades of experience, Vicus Capital can assist in increasing efficiencies, maintaining compliance, merging your business, and acquiring new books of business.
Secure Your Legacy
Vicus Capital offers a highly skilled network of advisors, so you can find like-minded advisors to ensure your succession plan and a smooth transition for your clients.
Advisor Portal
Offering powerful, robust access to applications designed to propel your business forward, the Advisor Portal is your secure online home to a collection of tools streamlining both your interactions with Vicus Capital and activities within your own office. From comprehensive webform tools and intuitive calculators, to generating client proposals, the Portal is an invaluable resource for advisors and support staff alike.
