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This privacy statement explains and discloses the privacy practices for Varium Investment Partners, LLC. 

 

COLLECTION OF NON-PUBLIC PERSONAL INFORMATION

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We collect public and non-public information about our clients and prospects on our website and from the following sources: (1) discussions with advisors; (2) directly from the Varium Investment Partners website (variumip.com); (3) from industry sources (sec.gov, etc.); (4) In written, phone, or electronic correspondence with employees, partners, advisors, and referral sources.

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DISCLOSURE OF NON-PUBLIC INFORMATION

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We may disclose both public and non-public information described above as required by law, requested by Federal or state regulators, or as authorized by clients. 

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SECURITY OF NON-PUBLIC INFORMATION

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We restrict access to non-public personal information to people who need to know the information. We maintain safeguards (by process, electronically, and physically) that comply with federal regulation to guard our clients, prospects, advisor, and employee non-public personal information.

 

YOUR ACCESS AND CONTROL OVER INFORMATION

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You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address and/or phone number given on our website. You can verify what data we've collected, change/correct any data we have about you, ask us to delete data we have about you, or express any concern you have about the use of your data. If you feel that we are not abiding by this privacy statement, you should contact us immediately via email or phone. 

All Investment Advisory Services are provided by Fiscal Wisdom Wealth Management d/b/a Varium Investment Partners, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Varium Investment Partners is not affiliated with Fiscal Wisdom Wealth Management. Additional information about Fiscal Wisdom Wealth Managemen d/b/a Varium Investment Partners, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-119231

Fiscal Wisdom Wealth Management does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Varium Investment Partners does not guarantee a specific level of performance or the avoidance of a loss of assets.  Past performance is not a guarantee of future results, and probability projections may not reflect actual future performance. All securities involve risk and may result in loss.  Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Varium is not registered.

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