Investment Vehicles

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1.   Internally Managed SMA/UMA Portfolios

2.  Third-Party Actively Managed SMA/UMA Portfolios

3.  Index and Exchange Traded Funds

4.  Custom Indexing  

5.  Options and Portfolio Hedging

6.  Alternative Investments

7.  Concentrated Positions

8.  Customized Portfolios

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Internally Managed SMA Portfolios

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•  Varium Investment Partners will Manage Select Equity Portfolios Internally Using Proprietary Valuation Software      for Certain Equity Styles.

•  Fixed Income Portfolios are Managed Internally to Ensure Best Execution, Efficient Implementation, and Lower          Portfolio Costs.

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Third-Party Actively Managed SMA Portfolios

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•  Varium has Developed Strategic Relationships Across the Spectrum of Investment Products with World-Class              Investment Management Firms.  Varium Enables Advisors to Implement Third-Party SMA Strategies Efficiently          and Effectively with World-Class Investment Managers.

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Index and Exchange Traded Funds

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•  ETF’s are Utilized to Gain Access to Specific Sectors of the Financial Markets Where it is Impractical or Difficult to     Allocate to an Active Manager and/or for Short-term Tactical and Opportunistic Purposes.

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Custom Indexing 

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•  Custom indexing has grown in popularity, and Varium Investment partners can build, research, implement,                  monitor, and trade custom indices on behalf of our Advisor Partners and their clients

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Options and Portfolio Hedging

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•  Covered Call Strategies are Utilized to Enhance Returns and Supplement Income Generation Opportunities. 

•  We Believe There are Benefits to Tactical Portfolio Protection Strategies that Minimize Downside Volatility without      Triggering Capital Gains or Increased Portfolio Turnover.

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Alternative Investments

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•  We are Advocates for a Well-Diversified Portfolio of Alternative Investments and Private Equity Structures. 

•  Various Structures Provide Downside Protection while Other Structures can Provide Significant Upside Potential. 

•  Ability to Create Limited Partnerships to Pool Capital and/or Make Direct Investments in Alternative Investment        Opportunities.

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Concentrated Positions

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•  Varium Investment Partners Offers Active Monitoring and Management of Concentrated Positions. 

•  Low Cost Monitoring

•  Active Hedging Strategies

•  Cash Generation Strategies

•  Tax-Managed Disposition Strategies

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Customized Portfolios

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•  The Allocation Structure of Each Investment Portfolio is an Outgrowth of Dialogue between Advisor and Client            and is Memorialized in an Investment Policy Statement. 

•  Portfolios can be Customized to Accommodate Individual Client Needs and Risk Tolerances.

•  Each Portfolio is Continuously Monitored, and Clients Receive Comprehensive and Ongoing Reports.