The Varium Challenge

Submit Your Offering.
Walk Away Ahead.

Send us your current investment offering. If we can't make material improvements, Varium donates $500 to the charity of your choice. If we can — which we believe we will — you receive a detailed portfolio review with concrete, actionable suggestions, at no cost. Either way, you walk away ahead.

01
You submit your offering
Structure, models, vehicles, and process you currently use.
02
We review it
Analysis against institutional standards — strategy, tax, execution, risk.
03
One of two outcomes
Free portfolio review with concrete suggestions — or $500 to your charity.

Tell Us About Your Practice.

The more detail you share about your current investment offering, the more specific our review can be. Everything you submit is confidential and used only for the purpose of evaluating your Challenge.

01 About You
02 Your Firm
03 Your Current Investment Offering
Confidential. Used only for evaluating your Challenge. Not shared with third parties.
04 Your Charity of Choice
501(c)(3) preferred. We'll donate in your firm's name if you'd like — let us know in the notes below.

By submitting, you agree to allow Varium Investment Partners to review your investment offering confidentially. Submissions are not investment advice and create no obligation on either side beyond the Challenge terms.

✓

Submission received.

Thank you for taking the Challenge. Our investment team will review your offering and respond within 5 business days with either: a detailed portfolio review and concrete improvement suggestions, or confirmation of a $500 donation to your selected charity.

If you have urgent questions in the meantime, reply to the confirmation email or call us at 610-240-7750.

Not ready to submit the Challenge yet?

Schedule a 30-minute conversation instead