Broker Check

PFG Offerings

Options for Ease of Doing Business

Vicus Capital, the Federally registered investment advisor (RIA) affiliate of PFG, was created in response to PFG advisors looking for an alternative to the traditional TAMP.  Our associates often found TAMPs to be rigid and unwilling to listen.  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; and
  • Independence to craft the solutions addressing the unique investment advisory service needs of our associates and their clients.

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 Solutions

Private Client Strategies™

FlexChoice
(Open Architecture Platform)

Managed Solutions

ProSelect™

Social Impact Investing
(ESG & Faith)

Core Opportunity Strategy™

Global alphaTrend Strategy™

Vicus 24/7
(Digital Advice)

Partnership Managed Solutions

Vicus Capital / American Funds Focused Strategies

Retirement Plan Services

Qualified Plans

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.