Experience the Power of Partnership
Experience the Power
of Partnership
in embracing or renewing your independence without the unease of being alone
in your back office team so you can focus on meeting your clients’ needs
that the best interests of you and your clients are our top priority and constant focus
to our partnership, supporting your success through all stages of your business
with your Vicus Capital family because we truly care about you and your wellbeing
to serve your clients when and how they deserve, while still being part of a large support network
to achieve the growth and style of business you would like to create - you're always in the driver's seat
rooted in the client/advisor relationship and cemented in high-quality, familial-style service
cultivating top talent in the industry to create a unique and rewarding partnership unobtainable elsewhere
* 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.
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!
With decades of experience, Vicus Capital can assist in increasing efficiencies, maintaining compliance, merging your business, and acquiring new books of business.
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.
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.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Icons from flaticon.com.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Advisory Services offered through Vicus Capital, Inc., a federally Registered Investment Advisor. Learn more about our firm’s background and Investment Professionals on the SEC’s Advisor Report.
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