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



Open Architecture Portfolios Taking Choice to a Whole New Level

Managed Account Solutions

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Core Opportunity Strategy

Harness the Power of Multiple Investment Theories

within a Hybrid Portfolio

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A Distinct Path within Complex Markets

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Vicus Capital / American Funds

Focused Strategies

Focused Innovation From a Proven Approach

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Global AlphaTrend Strategy

Experience the Flexibility of Portfolio Responsiveness

Vicus Capital Social Impact Investing Pl

ESG Strategy

(Environmental, Social, and Governance)

A Social Impact Investing Portfolio Empowering Assets Toward a Better Tomorrow

Vicus Capital Social Impact Investing Pl

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

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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
  • AssetMark

  • Brinker Capital

  • Morningstar

  • 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


Life Insurance


Life Insurance

Broker Dealer

Securities offered through
  • LinkedIn Social Icon



Recruiting: (814)231-2227

Office: (814) 238-0544

Toll-Free: (800) 238-1734

Fax: (814) 235-3500

476 Rolling Ridge Drive

Suite 333

State College, PA 16801


Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.


Registered Representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, LLC), member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

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