Options for Ease of Doing Business

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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

Vicus Capital Private Client Strategies.

Private Client Strategies

Individually Engineered Custom Portfolio Designs

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FlexChoice

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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ProSelect

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

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ESG Strategy

(Environmental, Social, and Governance)

A Social Impact Investing Portfolio Empowering Assets Toward a Better Tomorrow

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Faith Based Strategy

A Social Impact Investing Portfolio Designed Around Religious Criteria

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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
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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
Annuities

Lincoln

Life Insurance
Annuities

Nationwide

Life Insurance
Annuities

Broker Dealer

Securities offered through
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