Own Your Future

 

You've worked hard to build your business, and we believe that hard work deserves rewards. Where other outsourced solutions are happy to take your money and deliver the same products and results to everyone, Varium Investment Partners delivers a truly differentiated experience for our advisor partners. 

 

A true partnership demands that both the risks and the rewards be shared.

To that end, we believe that the economic benefits derived from our partnership should be allocated to those advisor partners who have entrusted us with the management of their client assets.

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Simplicity

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Varium's partnership model is unique in the industry.  Far too many firms create complicated equity classes and capital structures that favor some interests over others.  Simply put, we don't believe in that. 

 

We have designed our equity partnership to be as simple as possible so every owner knows exactly what they own, how they earn more, and, most importantly, how they can monetize the equity when the time comes.  Therefore, our interests are aligned in every possible way, philosophically, operationally, and economically.

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Equity Ownership Structure

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Ownership Rules:

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1.  Advisor Partners will ultimately own 50% of Varium Investment Partners.

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• No more than 12 Advisor Equity Partners

• Merit-based equity ownership.  We believe in equal opportunity, not equal outcomes; firms that produce more assets and revenue for the partnership will own more equity.​​

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2.  A single equity class - No complicated capital structures.

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3.  Equity will be bought or sold at the same price.

• Annual purchase or sale date

• Equity value is computed based on a formula every owner can easily understand.

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4.  Easy to understand equity ownership incentive program.

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• 35% of pre-distribution profits create an "Advisor Incentive Pool"

• Advisor partners will earn additional equity from the "Advisor Incentive Pool" based on pro-rata share of profitability to the firm

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4.  Annual Profit Distribution - All profits are distributed annually on a pro-rata basis

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Partnership Inclusion Parameters:

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1.  Minimum of $100 million of assets under management on the platform.​

2.  Actively engaged in the partnership - must have a minimum of $100 million of assets currently and                    actively being managed on the platform.

3.  Must be an advisor in good standing with all regulatory authorities.

4.  If terminating the Varium Investment Partners relationship, equity must be sold back to the partnership.​

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