Where Investment Meets Partnership

We Become Your Investment Team.
And Your Equity Partner.

Institutional-grade investment management for independent RIAs —
without the cost, complexity, or compromise of building it yourself.

In-Sourced CIO Model
An Integrated Investment Process
Institutional strategy paired with full implementation — the only true OCIO + TAMP hybrid built for independent RIAs. We work as your investment committee, not a vendor handing you a model and walking away.
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Institutional Experience
Punch Above Your Weight
PhDs, CFAs, CMTs, and MBAs with 150+ years of combined investment management, strategy, and portfolio construction experience — a senior team drawn from globally recognized financial institutions. The depth most RIAs could never staff in-house.
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Operating Leverage
Time Returned. Value Created.
Lower internal costs for you. Institutional-grade portfolios for every client. Advisor time returned to develop more and deeper client relationships and to focus on holistic financial planning — the highest-value work in your practice — and a more valuable firm at exit.
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Aligned Incentives
It's Your Future. Own It.

A small, hand-selected group of advisory firms can own and earn equity in Varium. As we grow the network together — better servicing your clients along the way — we also grow the value for every partner.

A partnership that is better for clients, better for advisors, and better for the Varium Partnership.

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150+
Years Combined Experience
6
Institutional Investment Specialists
Billions
Collectively Managed Across Disciplines and Market Cycles
10–12
Select Partner Firms Globally

We took a hard look at existing OCIO and TAMP services and asked: Why can't we have the best of both — and leave the worst parts out?

OCIO → Oh, CIO!

Our goal is simple: take OCIO and turn it into Oh, CIO! — transforming a complex, expensive, and uncoordinated outsourcing model into a seamless, fully-coordinated investment solution. The kind that makes you say, "Oh, this is what an OCIO should be."

The Problem

Traditional Investment Management Models Are Outdated and Incomplete

Every existing solution forces a compromise. The top three investment models are flawed — and none of them build value for your firm.

Advisor as Portfolio Manager
The worst option

Pulls the advisor away from clients. Investment quality suffers, the approach is unscalable, and it exposes the firm to unnecessary liability.

Internal CIO & Investment Team
Costly & transient

Expensive to build and difficult to retain. Quality is inconsistent, key-person risk is significant, and overhead is high relative to most RIA economics.

Outsourced to Third Parties
Best of three — still incomplete

A complete solution requires both strategy and implementation. The two dominant outsourcing options each solve only half:

OCIO
✓ Great strategy
✗ Poor implementation
TAMP
✓ Easy implementation
✗ No real strategy

The Varium Solution

In-Sourced: Strategy AND Implementation. Without the Cost of Building Either.

Institutional-quality investment strategy AND the ongoing implementation — without the effort, time, or capital required to do either yourself. Your time and focus stays where it belongs: with your clients.

For advisors: one seamless, end-to-end investment management solution, fully integrated into your practice.

For clients: a customized institutional portfolio designed for their specific needs.

Data-Driven Investment Strategy
Institutional-grade asset allocation across multiple risk profiles, actively managed by our investment committee.
Seamless Implementation
Automated trading, rebalancing, and reporting — zero burden on your team.
You Stay in Control
Your brand, your client relationships, your business — we enhance it, not replace it.
We Never Compete for Your Clients
Our clients are advisors, not individuals. We don't accept retail clients, and if a partner ever leaves, we won't solicit or accept theirs. The poach penalty — the greater of 3 years of revenue or $1,000,000 per client — makes it economically impossible.
The Varium Advantage

The Varium Solution

Across every attribute that matters, Varium outperforms each of the three traditional investment models — advisor-managed portfolios, building an internal CIO and team, and outsourcing to unaffiliated third parties.

Attributes Variumas CIO Advisoras PM InternalCIO Third-PartyProvider
Access to Expert Investment Networks✓——✓
Professional Investment Management✓——✓
Advisor Focus — Not Split by PM Duties✓—✓✓
Unbiased, Conflict-Free Advice✓—✓—
Full Transparency✓—✓—
Tax Efficiency✓—✓—
Practice Efficiency✓——✓
Portfolio Efficiency✓—✓—
Value-Added Strategies✓———
Lower Practice Costs✓——✓
Lower Operational Complexity✓———
Significant Firm Value CreationYesNoNofor Others

None of the alternative models was designed for the benefit of advisors and their clients.Varium was.

Equity Partnership

Your Trust Deserves Ownership

Partnering with any outside firm carries risk — integration, values alignment, execution. That risk deserves a reward. Qualifying advisors can own and earn genuine equity in Varium as our relationship grows.

1

Partner With Varium

Choose your engagement depth — model delivery, implementation services, or full In-Sourced CIO. Varium takes on the institutional investment work that fits your firm.

2

Earn Equity

Qualifying advisor partners receive ownership stakes in Varium through our transparent partnership model.

3

Build Enterprise Value

As Varium grows, so does the value of your stake — a rare second revenue stream for your firm.

Own It.
Equity Partnership Program
Better outcomes for your clients. A stronger investment process for your firm. Equity ownership in the platform powering it all.
Explore the Partnership
Start the Conversation

Let’s Talk About Your Firm.

The clearest way to understand the In-Sourced CIO Model is a direct conversation — your practice, your clients, and whether a partnership fits where you’re headed. No pitch, no obligation.

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