Options for Ease of Doing Business
Vicus Capital, the federally registered investment advisor (RIA) of PFG, was created in response to PFG advisors looking for an alternative to the traditional third party money manager. Originally established in 1978, the objective of the RIA is to provide:
A foundation of flexibility
Structure around our belief in the fee-for-service business model
Independence to craft solutions for unique investment needs
At its core, the firm believes the lives of advisors and clients can be enriched through a partnership with a sophisticated investment management firm focused on professional guidance delivered through a world-class service experience. Vicus offers investment management services and financial planning to various types of clients, including but not limited to: individuals, businesses, trusts, not-for-profit organizations, and employee benefit plan sponsors.
Custom Portfolio Solutions
Private Client Strategies
Individually Engineered Custom Portfolio Designs
FlexChoice
Open Architecture Portfolios Taking Choice to a Whole New Level
Managed Account Solutions
Core Opportunity Strategy
Harness the Power of Multiple Investment Theories
within a Hybrid Portfolio
ProSelect
A Distinct Path within Complex Markets
Vicus Capital / American Funds
Focused Strategies
Focused Innovation From a Proven Approach
Global AlphaTrend Strategy
Experience the Flexibility of Portfolio Responsiveness
ESG Strategy
(Environmental, Social, and Governance)
A Social Impact Investing Portfolio Empowering Assets Toward a Better Tomorrow
Faith Based Strategy
A Social Impact Investing Portfolio Designed Around Religious Criteria
Vicus 24/7 Online Investment Platform
Bring Your Digital Investment Experience Into Focus
Retirement Plan Services
A Spectrum of Services Wrapped in a Straightforward Process
Vicus Capital's client assets are custodied with
Available Third Party Money Managers
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AssetMark
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Brinker Capital
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Morningstar
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SEI
This is only a partial listing of firms from which our representatives can offer products. This does not constitute a recommendation to either purchase or sell products from these companies.
Risk Management
Ash Brokerage
Fixed Annuities
Life Insurance
Long Term Care Disability Income
AXA Equitable Life Insurance Company
Life Insurance
Jackson National
Life Insurance
Annuities
Lincoln
Life Insurance
Annuities
Nationwide
Life Insurance
Annuities
Broker Dealer
Securities offered through
