Our Team
Investment Strategy Team
With over 90+ years of institutional investment management and strategy experience across multiple styles, asset classes, geographies, and analytical disciplines, the Varium Investment Partners team has the experience necessary to develop, implement, and deliver the investment strategies and results both you and your clients expect.
Our focus on delivering the highest risk-adjusted returns with maximum tax efficiency helps deliver a higher probability that your clients will achieve their investment goals with the lowest level of risk and volatility. We utilize our collective experience and expertise, in close collaboration with our advisor partners, to develop efficient asset allocation strategies to meet every client's risk profile. We utilize our proprietary and rigorous research process to screen, vet, engage, and continuously monitor the best investment managers across the spectrum of investment strategies and styles in traditional long-only and alternative strategies.
Done well, investment management can be a true differentiator to your practice and set your firm apart from the crowd of advisors delivering undifferentiated, lowest common denominator strategies and solutions. However, like holistic financial planning, portfolio management is a full-time job. Delving into complex strategies, analyzing ever-changing data, and developing customized strategies is an expensive, time-consuming, and often mundane task. We embrace the challenge and pride ourselves on going the extra mile to properly search, vet, implement, and monitor the over 2 million investment products available worldwide.
Partnering with Varium allows our advisor partners to focus on finding and building client relationships and delivering the holistic financial planning that is so important to achieving clients' financial goals.
