Investment platform

Focus. Strengthen. Grow.

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Managed Solutions

Vicus Capital’s Investment Platform offers an array of advisory managed account strategies to address a multitude of your clients’ wealth planning objectives across every stage of their investment lifecycle. For your first-time investors looking to maximize their long-term growth, to retirees seeking to make the most of their hard-earned savings, and everywhere in between, our Managed Solutions are designed to help achieve desired planning outcomes. Whether you prefer strategic, long-term strategies, tactical management, or a combination of the two, our diverse lineup of programs is built for direct integration with your personalized approach to wealth management.

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Custom Solutions

Our Custom Solutions are designed to provide you and your clients with a tailored, flexible offering for a unique approach not obtainable through a traditionally managed, off-the-shelf portfolio. Custom Solutions are based on the concept that the lives of you and your clients can be enriched with a sophisticated investment management process via focused, professional guidance. Your clients no longer need to fit within predetermined models. We work directly in concert with you to understand needs, goals, and priorities – thus developing a thorough sense of how to assist you most appropriately in meeting the objectives. The result is purposeful portfolio craftsmanship delivered with world-class service.

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Open Architecture

If portfolio management is your passion and a key component of your value proposition to your clients, we offer the flexible options you desire to support your business model. Whether your setup is traditional advisor-as-portfolio manager or you require an outsourced chief investment officer, we can accommodate your structure for seamless continuity. Your partnership with Vicus Capital offers the necessary flexibility that yields the custom experience you deserve, whether your approach requires holistic outsourced portfolio management or simply investment consultation from an experienced research and analytics team.

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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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We understand the hard work and dedication advisors put into building their businesses and developing multi-generational client relationships.  In honor of this commitment, our mission is to innovate for the future of investment management by revolutionizing the components of comprehensive wealth planning.  Tomorrow’s successful financial advisor is more than an investment manager, they are a wealth planner offering a full suite of planning services.

To achieve success as an independent wealth planner, trust in your investment management partner, Vicus Capital, is paramount.

The Vicus Capital investment platform is a unique result of listening to advisors’ needs and home office innovation. Our independence creates an opportunity for advisors to work with an agile firm committed to a customized approach designed to create efficiencies and ease the advisor’s burden.  We specialize in the concept of an outsourced chief investment officer, or OCIO.  Whether the approach is holistic outsourced portfolio management or simply investment consultation from an experienced research and analytics team, a partnership with Vicus Capital offers the necessary flexibility that yields the custom experience you deserve.

Vicus’ fee-based managed account platform includes a diverse lineup of investment management strategies for integration with an advisor’s personalized approach to wealth planning.  Leveraging the Vicus Capital investment platform, coupled with our superior back-office support, results in advisors spending more time focusing on their clients, strengthening relationships, and growing their business.  The platform offers customizable solutions to solve the challenges facing today’s wealth planners.  We invite you to explore the possibilities of a valued partner in Vicus Capital.

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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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Investment Management and Research

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