Elements Strategy

A Foundation for Your Evolving Financial Future

Just as the strength of a structure is reliant upon its foundation, the strength of an investment portfolio depends on the elemental components of its strategy.

This platform is designed for investors starting to build their financial future or for those seeking a diversified, managed portfolio for smaller dollar amounts. Serving as the foundation for the Elements Strategy are two proven investment solutions from the firm’s extensive platform of offerings:

Utilizing this approach affords investors the opportunity to select their own path from one of these two options. Each path consists of a lineup of diversified, risk-based model portfolios that mirrors those from the respective Vicus programs and feature a streamlined selection of the underlying investments contained in the chosen path.