Phoenixville, PA Office

Vicus Capital provides investment management and financial planning to a mix of individuals, businesses, trusts and employee benefit plan sponsors, delivering services on both discretionary and non-discretionary bases. The firm also facilitates access to third‑party money managers, digital-advice portfolios (Vicus 24/7), and fee‑based programs for 529 plans, annuities and variable universal life policies.

The firm’s investment process combines fundamental and technical analysis and uses a variety of model and separately managed strategies, including core‑satellite (CoreOps™), momentum/relative‑strength approaches, fixed income tacticals, ESG and faith‑based allocations, and tax‑loss harvesting overlays on eligible models. IARs gather client information to tailor strategies and Vicus implements portfolios using custodial platforms and model delivery arrangements with outside managers when appropriate.

Compared with many large enterprise advisers, Vicus places explicit emphasis on retirement‑plan consulting and fiduciary services, offering ERISA 3(21) and 3(38) advisory support, plan investment selection and monitoring, model portfolios for plans, and a participant account management program (AMP) that uses a third‑party order management platform (Pontera). The firm also operates multiple internal divisions (Elite Advisory, Managed Solutions, Managed Separate Accounts and Custom Solutions) and serves as co‑advisor or solicitor/promoter relationships, which can produce a broader mix of implementation options and third‑party manager access than some peers.