Taking your first step towards independence may seem daunting, but Vicus Capital will guide you every step of the way. Feel ready to embrace independence! Your Vicus Capital team is ready to support you in every facet of starting your next adventure while creating the basis for a strong foundation of future growth. Our nimble team will work with you to schedule out a step-by-step onboarding process, ensure all required documentation is in order for your business, and create a brand that will reflect your unique values.
Our Business Development team will be your corporate liaisons for onboarding with the Vicus Capital staff. They will chart out your path forward to getting your business up and running, and work with you and the Compliance team to ensure that all required documentation is filed correctly.
Our experienced Advisor Relations team will guide you through the Vicus Capital Investment Management Platform and educate to how each program can be a benefit to a client’s overall wealth plan. They can also assist in mapping any existing clients over to our Platform with a focus on minimizing capital gains taxes and other fees.
For those clients joining you on your new adventure, our Advisory Operations team will assist in pre-filling and processing paperwork and train you and your team on procedures and best practices for account opening and maintenance needs. They are also on standby for client support should you encounter an emergency that requires you to be out of the office for an extended period of time.
Our top-tier IT staff can help you make critical decisions for your technological infrastructure, including software and hardware recommendations, assistance with creating your email and web domain, as well as integrating all software for compliance requirements.
Our energetic Marketing team can help you create a new brand that will help you stand out among competitors, or help you refresh an existing brand to reflect the excitement of your next chapter. Additionally the team can help design or update your collateral, such as business cards, websites, signage and other digital and print materials.
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.