Who We Serve
Financial Advisors
The solid foundation for strong, long-lasting relationships is embedded in Trust, which is always earned and never given. At Vicus Capital, we embrace the renewed challenge of earning your trust each and every day. As an independent investment management firm, our core principles of Integrity, Vision, and Performance reflect our commitment to the responsibility of providing you and your clients with world class service.
Individuals & Families
Through strong relationships we have forged with financial advisors across the country, we offer tailored investment options to assist you in achieving the financial success you desire. We understand that you are unique and that the investment strategy you require is equally distinctive. Whether you aspire to meet your retirement needs, fund a college education, or ultimately leave a lasting legacy, your portfolio requires more than a one-size-fits-all approach. We offer an investment management process focused on professional guidance to help support your financial aspirations.
Institutional Investors
Our world is making progress more quickly and efficiently than ever before. Prominent organizations such as yours are playing leading roles in making it all possible. There are only so many hours in the day and your focus needs to be sharp. You require a trusted partner to manage the assets critical to funding the projects that will continue to foster growth. We provide indispensable investment management resources to help accommodate corporations, not-for-profit organizations, foundations, endowments, and pension plans. By crafting unique investment strategies, tailor-made to assist your institution in achieving your financial goals and objectives, we are proud to play a supporting role in your efforts.
Broker Dealers / RIAs
The ability of your Investment Advisor Representatives (IARs) to distinguish themselves in a sea of competitors is an ever-present challenge. What have you done lately to give them the edge they need to stand apart from the crowd and shine in the eyes of clients? One of the most powerful measures you can take is to partner with an exciting firm that can make a meaningful impact in the growth of their practice.
This requires you to identify a provider with a keen focus on innovation and an authentic passion for delivering first-class service. With a broad spectrum of investment options, a legacy of top-notch service, and a team of experienced professionals unwilling to settle for the status-quo, Vicus Capital resoundingly fills the void in your lineup of partner firms.
Through a partnership with Vicus Capital, you are making a statement to your representatives that you are committed to the mutual growth of their practices and your firm. Make the decision that will give them the edge they need by opening the door to a whole new world of client service.