$1.2B AUM | $8.5MM Rev in
Paoli, PA

Varium - "We are Different" in Latin.

We will buy your business.

Let's make this simple, partnering should be easy, and work out economically for all your hard work.

Our Process is:

Payouts over the years as follows:

95% payout for as long as you want to work.

80% First year
60% Next year
40% Next year
20% in perpetuity as long as the client is a client

Upfront payments are negotiable.

YOU CONTINUE TO OWN, MANAGE, AND DIRECT YOUR FIRM. No need to change firms or custodians.

We are former institutional portfolio managers (PhDs, CFAs, MBAs) working collaboratively with independent investment advisors. We partner with RIA firms across the country to help them define/refine their investment strategy and actively manage client portfolios. In EVERY case we have engaged with an advisor, we have dramatically improved the professionalism, efficiency, and efficacy of their investment strategies, portfolios, and their investment outcome.

Key Attributes of our Model:

1. No need to change firms/Custodians/Broker-Dealer – Completely relationship agnostic

2. Massive cost savings on internal investment and support staff

3. High-Quality Institutional Staff - 2 ___, 5 CFA/MBA or both, and a dedicated trader. Over 175 years of combined institutional investment
experience across equity, fixed income, alternatives.

4. A highly differentiated investment offering - Vastly superior to the offerings from other generic OCIO offerings from SEI, Assetmark, Brinker,
Clark, etc.
• Sets your practice apart from every other commodity investment offering!
• Use of boutique investment management firms, covered call strategies, portfolio protection strategies, other high-value
institutional strategies for your retail clients.