A History of Innovation

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.

1978

Original Registered Investment Advisor (RIA) firm, Estate Architects, established

2001

Estate Architects renamed PFG Financial Advisors

2012

Leading edge for the development and availability of managed ETF strategies in the RIA marketplace

2012 - 2015

Five investment strategies launched, including fee-based managed account programs and a proprietary algorithm-based strategy

2015

PFG Financial Advisors undergoes formal name change to Vicus Capital, Inc.

2015 - 2020

Seven investment strategies launched including social impact investing, target outcome programs, and proprietary strategies partnered with industry leaders

2021

Financial Planning department created

2021 - 2023

Previously launched strategies expanded and 10 investment strategies launched including proprietary separately managed accounts, additional target outcome programs and tactical strategies

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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

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