A World-Class Experience in a First-Class Partnership

Vicus Capital, Inc., is a boutique investment management and advisory firm.  We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. 

Headquartered in State College, Pennsylvania, Vicus Capital has evolved into a dynamic, national financial services company.  We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients.  

At our core, we believe the lives of advisors and clients can be enriched through a partnership with an investment management firm focused on professional guidance delivered through a world-class service experience.

Financial Planning and Investment Advisory Services offered through Vicus Capital, Inc., a federally Registered Investment Advisor.

Investment Management

Personal Finance

Professional Services

Vicus Capital

Suite 315 likely serves as a key hub for client engagement and operational strategy within the organization.

Suite 315

Eric Dare

Kimberli Fleck Casner

Jacqueline Wigfield

This department is responsible for overseeing and optimizing investment portfolios, ensuring alignment with client goals and market conditions.

Portfolio Management

This department is responsible for ensuring that the organization adheres to regulatory requirements and internal policies.

Compliance Division

This department oversees the overall strategic direction and operational management of the organization.

Executive Leadership

This department manages financial transactions, planning, and commission structures to ensure fiscal efficiency.

Finance Operations

This department provides expert guidance and planning for individual and organizational financial needs.

Financial Services

This department manages employee relations, compensation, and benefits to support the workforce.

Vicus Capital

Org chart

Teams

Portfolio Management

Compliance Division

Executive Leadership

Finance Operations

Financial Services

Human Resources

Offices

Vicus Capital

Org chart

Teams

Portfolio Management

Compliance Division

Executive Leadership

Finance Operations

Financial Services

Human Resources

Offices

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