Easy & Secured Investing.
Enjoy service with user-friendly features, secure infrastructure & applications with a difference.
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Stable Interest Return
Enjoy stable daily interest rates with well-diversified intelligent portfolios that generates secure revenue.
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Additional Passive Income
Earn commission from anyone you invite. The more you invite, the more commission you earn.
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What We Do?
Our commitment to create lasting impact means that we work differently, tenacious in our desire to unearth the fundamentals that drive businesses and markets over the long-term.
And it means that we partner differently, aligning our interests with those of our investors for lasting impact.
Varitas Trust is a registered investment advisor with an extensive arsenal of investment capabilities. Maintaining market data access 24 hours a day, Varitas Trust connects directly to 120 markets in 26 countries and 22 currencies. Varitas Trust' Active Investor Services eliminates ticket charges, pays market-rate interest on idle cash balances, and continuously searches for best price execution through an advanced order routing system for stocks and options. Varitas Trust utilizes multiple venues to assess and execute bond trades while compiling resources for a higher level of bond analysis, including access to a team of six institutional fixed-income traders and portfolio managers.
get startedFor clients who place a priority on philanthropy, we couldn't agree more. We are honored to be a part of our client's philanthropic ventures. With Varitas Trust' team of professionals, we help devise the most tax-efficient and appropriate ways to support charities and nonprofits. Because there are many ways to provide support, Varitas Trust helps determine the proper methods and assets to donate. Whether it be direct gifts, charitable remainder trusts, or private foundations, Varitas Trust coordinates with attorneys, accountants, and other professionals to reduce estate and income taxes while providing support to local and national charities, educational institutions, and religious 501(c)(3)s.
get startedFor affluent individuals and families, Varitas Trust provides customized, unbiased advice tailor-made to each client's specific situation. With a focus on protecting and growing wealth across generations, Varitas Trust' financial planners and portfolio managers evaluate each client's financial position, define and prioritize goals, implement strategies and monitor progress, adjusting as needs change. Committed to providing a truly comprehensive and concierge experience, Varitas Trust' professionals will coordinate with client's attorneys, accountants, or other professionals creating a dedicated team to assist in reaching defined goals.
get startedVaritas Trust provides guidance, compliance, and investment services to nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. For employer-sponsored 401(k) plans, Varitas Trust serves as a 3(38) fiduciary, overseeing compliance, plan design, plan administration, and participant educational programs, in addition to making investment decisions and selections for plan sponsors.
get startedour approach
INVESTMENT PHILOSOPHY
Varitas Trust aims to minimize risk over our long-term time horizon, ranging from five to fifteen years. We control risk by employing a core and satellite approach, investing primarily in a core allocation of exchange-traded funds and a satellite of companies priced at a substantial discount to intrinsic value. By doing so, we limit our investments to diversified, liquid exchange-traded funds, high-quality bonds, and individual companies that have sustainable competitive advantages and earn superior cash returns on invested capital.
Additionally, we understand that hard-working people who manage businesses must skillfully navigate their businesses in the face of real issues. As a result, we believe it's essential to evaluate each management team's stewardship, assessing their history and ability to add strength and value while generating excess returns for shareholders. We are not high-risk day traders or speculators. We are long-term owners of the best business enterprises in the world.
"INVESTING ISN'T ABOUT BEATING OTHERS AT THEIR GAME.
IT’S ABOUT CONTROLLING YOURSELF AT YOUR OWN GAME."
WHAT PEOPLE SAY
TESTIMONIALS
Lovett
I have been an investor with varitastrust financial management for about a year and nine months now. While it's too early to say how my investment will turn out in the long run, I will attest that I am impressed by the company's level of due diligence and its professionalism and open communication. All questions l've ever had, l've gotten answers to. I'm comforted by the fact varitastrust financial management seems to put investors' interests first.
C. Lovett.WASHINGTON-DC
Nettie
I have invested with varitastrust financial management since 2009. They have proven to be knowledgeable and professional in all my dealings with them. The firm's disciplined approach, a keen eye for value, attention to detail, and superior execution place them at the top of my list. I have full confidence in their honesty and integrity, and I look forward to partnering with them again.
Nettie B.Sarah.Sweden
Jamie
Like many people, I spend the majority of my time planning for my business but pay little or no attention to my finances. Varitastrust financial management has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with varitastrust financial management sooner!
Jamie Milner. California
Liu
I have been with varitastrust financial management for six years now and alli can say is that varitastrust has a great client relationship and service which allows us to connect, confide and also collaborate in planning and managing our finances through our Joint investment account. It has been a great pleasure to work with varitastrust financial management and i would gladly recommend them.
Liú Kang. China
Timothé
Varitastrust financial management guided me through the process of making a sound financial decision for our family. Most importantly, they took the time to make sure we understood every aspect of the transaction until we felt 100% comfortable.
Timothé Brazier. France
Our team of experts
TOP CONSULTANTS
At Varitas Trust, we open our doors to professionals of all orientations, races, abilities, genders and life experiences. In addition, we offer an accommodating and flexible work environment so that our associates can maximize their effectiveness at home, at work, and within their communities.
At the same time, we encourage and sponsor employee networks that build on our diversity and inclusion strategy.
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