PhDs, CFAs, CMTs, and MBAs with combined investment management, strategy, and portfolio construction experience drawn from globally recognized financial institutions — the depth most RIAs could never staff in-house.
Six credentialed professionals operating as your firm's investment committee. Backgrounds span domestic and international equity, fixed income, alternatives, quantitative research, technical analysis, and trading.
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.
Schedule an introduction with the Varium investment team — or take the Varium Challenge and put our process up against your current offering.
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