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

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Independence

to serve your clients when and how they deserve, while still being part of a large support network

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Opportunity

to achieve the growth and style of business you would like to create - you're always in the driver's seat

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Leadership

rooted in the client/advisor relationship and cemented in high-quality, familial-style service

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Company Culture

cultivating top talent in the industry to create a unique and rewarding partnership unobtainable elsewhere

We Listen*

* 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

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

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

Partners at Any Stage

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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!

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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.

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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.

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Retirement Plans

Whether qualified retirement plans are a critical component of your business and clientele or if you are just discovering the power retirement plans can provide to your business model, Vicus Capital can support your efforts in this unique space.  From in-house 3(21) and 3(38) fiduciary investment management to a curated platform of recordkeeping and administration partners, our specialized offering is designed to accommodate a variety of approaches to meet your needs.

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Financial Planning

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Advisor Relations

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Business Development

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IT & Cybersecurity

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Investment Management and Research

Join our Team