Sewickley, PA Office
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Vicus Capital, Inc.
Multi-team
Firm-wide stats for Vicus Capital, Inc.
About
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.
Based on Vicus Capital, Inc.
Expertise
Based on Vicus Capital, Inc.
Location
2591 Wexford Bayne Road, Suite 202
Sewickley PA 15143
Advisors at this office
3
Advisors at this office
Scott S
CFP®, Series 63
Sewickley, PA
Vicus Capital, Inc.
Scott Shoup is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Vicus Capital, Inc., where he has worked since 2003, and has also been affiliated with Cetera Wealth Services, LLC since 2013. Shoup holds a Series 63 license and has experience as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and places an emphasis on retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.
Anna S
Series 66
Sewickley, PA
Vicus Capital, Inc.
Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.
Kellie G
Series 66
Sewickley, PA
Vicus Capital, Inc.
Kellie Gillespie is a financial advisor with Vicus Capital, Inc. in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Vicus Capital since 2016 and also has affiliations with Cetera Wealth Services, LLC and Pennsylvania Financial Group. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides both fiduciary consulting and specialized program features.
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