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- Custodian
- Charles Schwab & Company · Nationwide · SEI
- Clients
- Retail and Institutional
- Platforms
- Vital timberPathway +more
- Established Date
- 06-11-2021
- Office Locations
- 1
Office Locations
About Copper Beech Financial Group, LLC
Varium Investment Partners provides outsourced investment management for independent RIAs and family offices, combining institutional, data-driven portfolio strategy with turnkey implementation via an integrated trading, rebalancing, and reporting platform. Services include asset allocation modeling, manager due diligence, trade execution, monitoring, reporting, and marketing support, designed to let advisors retain client-facing control while delegating portfolio management. Unique: an advisor partnership model that can include equity ownership in Varium.
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Owner & Executives
JOHN PARISE
Advisor, Chief Executive Officer
- CRD
- #1401779
- Ownership
- Less than 5%
Michael Parise
Advisor, Chief Compliance Officer
- CRD
- #5749379
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Cody Baldwin
Associate
- CRD
- #7255073
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,126,817 | $322,207 |
| Non-Discretionary | $56,274,637 | $385,443 |
| Total | $197,401,454 | $338,016 |
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Separately Managed Accounts
Total SMA Asset: $197,401,454
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,345,471,807 | 24.9% |
| Equity - Exchange | $1,480,559,338 | 27.4% |
| Municipal Bonds | $934,805,713 | 17.3% |
| Cash | $1,642,664,376 | 30.4% |
| Total | $5,403,501,234 | 100.0% |