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Welcome White Coat Investor Readers! 

We are proud to be listed as a recommended financial advisor for The White Coat Investor, 

and we are here to further the WCI MISSION by getting you your "fair shake" on Wall Street.


WE SIMPLIFY AND ORGANIZE THE FINANCIAL LIVES OF PHYSICIANS BY CUSTOM-CRAFTING 

FINANCIAL PLANS THAT INSTILL THE MOTIVATION TO ACHIEVE THE LIFE YOU WANT TO LIVE.

 


Not sure where to start?

 SCHEDULE YOUR FREE ICEBREAKER CALL HERE


HERE IS OUR ARTICLE WRITTEN FOR CNBC ON TEACHING FINANCIAL LITERACY TO YOUNG PHYSICIANS.


Our Team at Vicus Capital


Kimberli Fleck, Esq Photo

Kimberli Fleck, Esq

General Counsel & Chief Compliance Officer
David Rosenblatt Photo

David Rosenblatt

Portfolio Manager
Rob Hinson Photo

Rob Hinson

Investment Management Operations Analyst
Jennifer Bohlman Photo

Jennifer Bohlman

Advisory Client Services Associate
Jacqueline Trezza Photo

Jacqueline Trezza

Director of Operations
Mike Corcoran  Photo

Mike Corcoran

Case Manager, Risk Management Division
Ron Lutz Photo

Ron Lutz

Director of Information Technology

See their FINRA BrokerCheck background reports here.