An innovative investment management and advisory firm, Vicus Capital specializes in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. They are driven by the desire to understand and deliver on the unique needs and goals of financial advisors and their clients by delivering state-of- the-art investment solutions and high-touch, world-class service.
Partners Financial Group
Since 1960, PFG has evolved into a powerful national financial services company with over 150 registered associates, including attorneys, financial planners, insurance experts, and accountants. As an Independent Producer Group, PFG has built its success by putting service and long term relationships as a top priority. Their efforts assist financial advisors in designing and implementing detailed wealth and security strategies to help their clients accumulate, protect, and transfer wealth.
Fidelity institutional wealth services
As one of the leading investment and financial services companies in the world, Fidelity offers an array of investment and retirement products and services, providing a full range of trading services along with comprehensive custody and reporting services. They administer clients' assets via the power and operational experience on one of the strongest brokerage platforms in the business.
Over the past 40 years, Ash has become the largest independently-owned brokerage agency, serving insurance agents, financial advisors, registered representatives, and career agents through a business-to-business relationship. Utilizing industry-leading processing capabilities, a team of in-house underwriters and a medical director, Ash specializes in an objective analysis of clients' Life Insurance, Annuity, LTC, DI and Advanced Market needs. Ash has partnerships with more than 80 insurance carriers throughout the world.