An innovative partnership that maximizes both investment excellence and total firm value — built exclusively for growth-oriented RIAs.
The first partnership built to scale your business, enhance your investment process, and dramatically increase the value of your firm.
Investment ProcessWe deliver institutional-quality investment solutions — portfolio management, research, and execution — customized for you and seamlessly integrated into your existing practice with no disruption to client relationships.
Value Creation — Two Wins, CompoundingPartnering with Varium creates firm value two ways. First, replacing the cost of a suboptimal investment process with institutional-quality management — lower costs mean higher EBITDA and a more valuable firm. Second, an equity stake in Varium's shared revenues that grows as the partnership grows.
Highly credentialed professionals with proven track records across multiple market cycles, investment styles, and asset classes.
32 years of portfolio management, investment strategy, and research across multiple styles. Consistently ranked as a top portfolio manager in multiple domestic and international equity categories. Value equity investment specialist — domestic and international.
34 years of portfolio management, quantitative research, and multi-billion-dollar asset allocation. Former CIO, Director of Research — managing large institutional portfolios across multiple asset classes. Former Chaired Professor of Finance, James Madison University; VP of Curriculum, CFA Institute.
28 years of portfolio management, fundamental and quantitative research. Former Head of International Research, Quantitative Equity Group — Goldman Sachs Asset Management. Oversaw research on investment factors, proprietary risk models, and global sector rotation strategies.
36 years of portfolio management, alternatives research, and institutional risk management. Former leader of Washington State Investment Board's Private Markets group. Built and led alternative investment teams across multiple institutional platforms.
24 years of portfolio management, investment strategy, and research. Equity investment specialist — domestic and international. Holds both the CFA and CMT designations — a rare combination of fundamental and technical credentials.
30 years of trading, portfolio management, and investment strategy. Co-managed a $700M private wealth management group generating $6M in annual revenue. Trading specialist — equity and derivatives, serving institutional clients, money managers, and hedge funds.
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.