Vicus Capital, Inc.

Vicus Capital works with a broad client mix — individuals (both non‑high‑net‑worth and high‑net‑worth), businesses, trusts, charitable organizations, and retirement plan sponsors — providing investment management, financial planning, and retirement plan consulting. Its service set includes discretionary and non‑discretionary portfolio management, digital advice via Vicus 24/7, third‑party manager access, fee‑based annuity oversight, and participant‑level retirement account management.

The firm implements a blend of fundamental and technical analysis across a wide strategy menu, employing core–satellite, tactical rotation, factor, income, and liquid‑alternative approaches (examples include Core Opportunity Strategy, Global alphaTrend, and US Equity Factors). Deliveries are tailored: advisor‑led managed accounts, model/dedicated strategies (including American Funds and Capital Group paths), separately managed accounts, and reporting and operational support using custodial platforms (Fidelity, Schwab) and technology tools such as Black Diamond, AdvisorEngine and Pontera.

Compared with many large peers, Vicus explicitly provides ERISA 3(38) and 3(21) fiduciary consulting and plan‑sponsor services — a pension‑consultant‑style role that is less common among enterprise firms — alongside standard advisory offerings. It also maintains several specialized program features (dedicated American Funds/Capital Group strategies, faith‑based and ESG paths, a KEEP by StoneCastle cash program for extended FDIC coverage, and a formal fee‑based annuity program), which together create a broader operational footprint than is typical for similarly sized advisor networks.