• Request for Proposal

    Request for Proposal

  • Requested Delivery Date: (Please allow 2 business days for delivery)*
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  • Date of Request*
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  • Provide Blank Paperwork with Proposal?*
  • Current Holdings Analysis Requested? (Only available for accounts > $200k)
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  • Client Risk Tolerance: "(45/55)" is equal to 45% equities / 55% fixed income. Fields below follow this format.   

  • Income Needed?
  • End Date
     - -
  • Time Horizon of the Portfolio (until depleted)
  • Tax Sensitivity

  • Active Income Strategy

  • AIS - Client Risk Tolerance

  • All Cap Equity Strategies

  • ACES - Client Risk Tolerance - Growth

  • Vicus Capital / American Funds Dedicated Strategies

  • AFDS - Client Risk Tolerance

  • Vicus Capital / Capital Group Dedicated ETF Strategies

  • CGDS - Client Risk Tolerance

  • Vicus Capital / American Funds Focused Strategies

  • AFFS - Client Risk Tolerance

  • Core Bond Strategies

  • Vicus Capital Strategy Requested:

  • Core Opportunity Strategy™ (CoreOps™)

  • COS - Client Risk Tolerance

  • Dynamic Fixed Income Strategy

  • Elements Strategy

  • Path Selection (Select One to Show Risk Tolerance Options)
  • ELPS - Client Risk Tolerance
  • ELAF - Client Risk Tolerance
  • ELCG - Client Risk Tolerance

  • ESG Elements Strategy

  • ESG Standard Strategy

  • ESGS - Client Risk Tolerance

  • ESG Focused CoreOps™

  • ECOS - Client Risk Tolerance

  • Faith Based Elements Strategy

  • Faith Based Standard Strategy

  • FBSS - Client Risk Tolerance

  • Faith Focused CoreOps™

  • FCOS - Client Risk Tolerance

  • Global alphaTrend Strategy™ (GTS™)

  • GTS - Client Risk Tolerance

  • Liquid Alternatives Strategy

  • Managed Money Market Solution

  • Money Market Fund Category
  • Tax Sensitivity

  • Managers Direct

  • Available Models (select one):

  • Invesco

  • ProSelect™ ETP

  • ProSelect™ Mutual Fund

  • PSL - Client Risk Tolerance

  • Protection Focused Strategy

  • U.S. Dividend Equity Strategy

  • U.S. Equity Factors Strategy

  • Upon clicking submit, a PDF copy of the Model Program RFP will be sent to the Sales and Marketing Team at Vicus Capital.  A PDF copy of the request will also be provided to the email entered into the "Deliver RFP Confirmation to:" field.

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