Varium Investment Partners delivers institutional-grade investment management for independent RIAs and family offices — without the cost, complexity, or compromise.
We took a hard look at Outsourced Chief Investment Officer services and asked one question: is this the best there is?
We redesigned everything to provide advisors and their clients everything they need and nothing they don't — and turned OCIO into Oh, CIO!
We free advisors to focus on what they do best — client relationships and financial planning — while we handle investment management end-to-end.
PhDs, CFAs, and CMTs with 150+ years of combined institutional investment strategy, portfolio management, and asset allocation implementation.
Strategy without execution is worthless. We deliver trade execution, rebalancing, and reporting through a state-of-the-art platform — requiring zero effort from you.
We believe your trust deserves equity. Our unique model gives qualifying advisors an ownership stake in Varium — so when you grow, you build real enterprise value.
When outsourcing investment management, you've had two flawed options. We built a third.
Institutional-quality investment strategy AND the technology to implement it — with no input required from you. One seamless, end-to-end investment solution at no or low cost to advisors. For clients, we deliver a customized institutional portfolio at a competitive price.
A complete suite of investment services — delivered as one integrated solution with full reporting transparency.
Multiple risk-based models built on institutional frameworks, stress-tested across economic cycles.
Rigorous, ongoing evaluation of investment managers using quantitative and qualitative analysis.
Efficient, cost-effective execution across asset classes with best-execution standards.
Automated, tax-aware rebalancing that keeps client portfolios aligned with target allocations.
Transparent, institutional-quality reporting customized to your firm's brand and standards.
Investment commentary, materials, and market insights to strengthen your client communications.
We ask you to trust us with your clients' investments. That's a real risk. As believers in the principle that risk deserves reward, we offer qualifying advisors genuine equity in Varium Investment Partners.
Delegate your investment process. We manage — you stay focused on your clients.
Qualifying advisor partners receive ownership stakes in Varium through our transparent partnership model.
As Varium grows, so does the value of your stake — a rare second revenue stream for your firm.
"Advisors do better when they focus on clients. We do better when we focus on investments. Together, we deliver better outcomes for everyone."
The financial advisory landscape is growing more complex. Clients demand more. Compliance requires more. Markets demand more. It's impossible to excel at everything — so we've chosen to master one thing: institutional investment management.
This specialization is the foundation of our value. By freeing advisors to focus on planning and relationships, and letting us focus entirely on investment process, every participant gets the best version of the other's capabilities.
Focus on client relationships, financial planning, and business growth.
Focus exclusively on investment management, research, and execution.
Receive the best of both: personalized planning + institutional investments.
Built by advisors, for advisors — with institutional infrastructure that was previously out of reach.
The only solution combining institutional strategy with seamless implementation in one platform.
PhDs, CFAs, and CMTs applying the same processes used by the world's largest endowments.
Zero or minimal cost to advisor partners. For clients, we deliver a customized institutional portfolio at a competitive price.
Multiple risk-based strategies with advisor-level customization — not one-size-fits-all models.
Advisors can earn real equity in Varium — a model designed to create shared, lasting value.
Free your time, enhance your investment capabilities, and maximize the value of your practice.
Join a growing network of independent RIAs and family offices who have partnered with Varium to deliver better investment outcomes — and build greater firm value.