Investment Solutions

Three Ways to Engage.
Seven Core Capabilities.

Take only the strategy. Take only the implementation. Or take both — and let Varium operate as your firm's complete investment committee. Two independent service offerings, one combined relationship, and seven institutional capabilities applied to your clients with the depth and rigor of a multi-billion-dollar investment team.

↓ Service Offerings · ↓ Strategies & Capabilities
Service Offerings

Three Ways to Engage

Two independent service offerings — and the combination of both. Choose the one that fits how your firm operates. Take only the strategy. Take only the implementation. Or take both, and let Varium operate as your firm's complete investment committee.

01
Model Delivery
Strategy & Models

Varium provides institutional-grade strategy — asset allocation, manager selection, and tactical signals. Your firm retains full control of implementation: trading, rebalancing, and reporting on your existing infrastructure.

  • Strategic and tactical asset allocation models across risk profiles
  • Manager selection and ongoing due diligence
  • Periodic rebalancing and reallocation signals
  • Regular research and market commentary
02
Implementation Services
Execution Only

Pure implementation. Varium handles trading, rebalancing, tax management, and reporting on your strategy. You retain full control of asset allocation, manager selection, and investment strategy — no models are provided.

  • Coordinated trading and execution across all accounts
  • Rebalancing against your firm's models
  • Active tax management and loss harvesting
  • Client reporting and statements
  • No unintended overweights, duplications, or wash sales
03
Full In-Sourced CIO
Model Delivery + Implementation

The combination of 01 and 02. Varium operates as your firm's complete investment committee — strategy, manager selection, execution, oversight, and value-add overlays. Everything, end-to-end.

  • Everything in Model Delivery
  • Everything in Implementation Services
  • Active strategic and tactical asset allocation
  • Options overlays and portfolio protection
  • Ongoing investment-committee participation
Strategies & Capabilities

What We Do

Seven institutional capabilities — the toolkit a well-staffed CIO team applies every day, built into Varium and available to advisor partners regardless of which engagement tier you choose.

01
Asset Allocation
Strategic and tactical asset allocation across multiple risk profiles, designed for long-term wealth clients. Multi-asset, multi-style — the foundation institutional portfolios are built on.
02
Investment Strategy
Research — fundamental, technical, and quantitative — powered by data science and decades of experience across multiple economic and market cycles. Tactical models that are systematic, disciplined, repeatable, and timely.
03
Manager Due Diligence
Rigorous quantitative and qualitative vetting of third-party managers. We focus on process and the "how" — not chasing hot managers. The goal: managers who can deliver repeatable, sustainable, consistent outperformance.
04
Investment Implementation, Trading & Rebalancing
Coordinated execution across every manager and discipline. No unintended security overweights, no duplicated holdings, no wash sales — the work no advisor could replicate without an institutional trading desk.
05
Ongoing Monitoring & Reporting
Continuous oversight of every portfolio against its strategy. Advisor-facing reporting designed for client conversations — performance attribution, risk metrics, and tax efficiency in formats your clients understand.
06
Economic & Market Commentary
Regular research letters and market commentary that advisor partners can share with their clients — adding institutional perspective to every conversation.
07
Marketing Support Services
Branded materials, talking points, and educational content advisor partners can use with prospects and existing clients — institutional-grade collateral without an institutional marketing budget.
Next Step

See It Against Your Current Setup

Submit your current investment offering. If we can't make material improvements, Varium donates $500 to the charity of your choice. Otherwise, you receive a free portfolio review with concrete suggestions.

Take the Varium Challenge