Vicus Capital is an innovative investment management and advisory firm. We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients. At our core, we believe the lives of advisors and clients can be enriched through a partnership with a sophisticated investment management firm focused on professional guidance delivered through a world-class service experience.
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.