With a combined 150+ years of investment management experience and a unique partnership model, we're an "in-sourced" CIO solution for Independent Registered Investment Advisors.
We've created the ideal investment solution where Advisors focus on managing client relationships, RIA firms focus on providing a full suite of holistic planning solutions, and Varium Investment Partners focuses on managing investments.
Every part of the solution is designed to maximize the investment process ROI - Advisors' clients get an integrated and institutional caliber investment solution; advisors can accelerate the growth of AUM by focusing on client service and business development while capturing massive amounts of "lost" value transferred to third party investment solutions.
Traditionally, independent RIAs have managed client investments internally or externally via a multitude of third-party investment management solutions (Mutual funds, SMAs, ETFs, etc). Either way, there is no "value" created for the firm or the advisor...until now.
At Varium Investment Partners, we're forging a new path. An institutional-level investment solution that provides real added value for your clients and a significant asset for the RIA firm. Like our name says, we're partners in helping your clients achieve their investment goals and maximizing the value of your practice.