Investment Platforms

We understand the true meaning of a successful partnership. While we offer a platform of investment solutions developed to help meet the needs of most investors, including a custom portfolio design program, we listen to your needs and adapt our solutions when appropriate. Our independence creates an opportunity for you to work with an agile firm committed to strengthening relationships by addressing unique investment objectives.

Custom Portfolio Solutions

Private Client Strategies<sup>TM</sup>

Private Client StrategiesTM

Individually Engineered Custom Portfolio Designs

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FlexChoice

FlexChoice

Open Architecture Portfolios Taking Choice to a Whole New Level

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Managed Account Solutions

ProSelect<sup>TM</sup>

ProSelectTM

A Distinct Path within Complex Markets

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Core Opportunity Strategy<sup>TM</sup>

Core Opportunity StrategyTM

Harness the Power of Multiple Investment Theories within a Hybrid Portfolio

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Vicus Capital / American Funds

Focused Strategies

Vicus Capital / American Funds Focused Strategies

Focused Innovation From a Proven Approach

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Active Income Strategy

Active Income Strategy

A Continuous Track for Targeted Income

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ESG Strategy (Environmental, Social, and Governance)

ESG Strategy (Environmental, Social, and Governance)

A Social Impact Investing Portfolio Empowering Assets Toward a Better Tomorrow

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Faith Based Strategy

Faith Based Strategy

A Social Impact Investing Portfolio Designed Around Religious Criteria

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Global AlphaTrend Strategy<sup>TM</sup>

Global AlphaTrend StrategyTM

Experience the Flexibility of Portfolio Responsiveness

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Vicus 24/7 Online Investment Platform

Vicus 24/7 Online Investment Platform

Bring Your Digital Investment Experience Into Focus

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Fee-Based Annuity Platform

Fee-Based Annuity Platform

Broadening the Scope of Financial Planning Solutions

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Retirement Plan Services

Retirement Plan Services

A Spectrum of Services Wrapped in a Straightforward Process

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