Advisors

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Guidance Every Step of the Way

Transition services custom tailored to your unique business

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Client Transfer Assistance

Our Advisor Relations team crafts specialized mapping plans to efficiently and seamlessly onboard your clients to the Vicus Capital platform. Effective execution includes considerations for client goals, appropriate investment strategies, unrealized capital gains, and fee analyses to name a few. Additionally, our Advisory Operations team offers their assistance in completing all necessary paperwork.

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Customized Onboarding

Going independent for the first time or moving to a new RIA offers exciting new opportunities. Allow the experts at Vicus Capital to walk you through the onboarding process every step of the way. Our #1 priority is minimizing disruptions in your business throughout the process so you can focus on what you do best: helping your client achieve their financial objectives.

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Brand Development Services

Our Marketing team will work with you to build an image that aligns with your values and goals and speaks to your target clients. From color schemes and logos to your digital presence and collateral, we will help your business make an impact in your community and beyond!

Customized Support Structure

Your business is unique, which means your support will be too

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Advisor Relations

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Advisory Operations

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Business Development

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Compliance

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Finance & Human Resources

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Financial Planning

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IT & Cybersecurity

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Investment Management & Research

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Marketing

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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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