Shaking up investment management with Christian Hyldahl of Varium Investment Partners

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KJ Helms, host of the Disruption Disruption podcast and veteran communications disruptor, speaks with Christian Hyldahl, President and Founder and CEO of Varium Investment Partners, who says financial advisers need to shed their years of complacency resulting from years of mild market growth and begin to invest more time and resources to help their customers prepare for the next tough market years.

TAMPA BAY, Florida., February 7, 2022 /PRNewswire-PRWeb/ — The traditional investment model focuses on raising assets, developing relationships, delivering those assets to a mutual fund company, and letting those parties do their part and charge for their services – consulting. These counselors may be genuinely interested in helping people, but they have been poorly paid – they have not been properly compensated for their services, in part because they have a reputation for not doing a great job. Simultaneously, the market has grown slowly over the past 12 years with little disruption, and massive complacency has set in among these asset advisers. They may periodically rebalance their asset allocation models, if at all, and generally ask their clients to do as they are told. However, the market is likely to enter a very difficult period over the next three to five years, and clients will start calling their advisers to task, asking them to justify their investments against performance. However, most advisors feel that because things are working well at the moment, they don’t want to start making changes because it’s time consuming and expensive.

But come in disruptive Christian Hyldahlchairman and founder of Varium Investment Partners, who explains to KJ Helms, host of the Disruption/Interruption podcast, that instead of using the traditional investment advisory model that focuses on half of client revenue, by Christian Hyldahl the company is taking a radical turn by capitalizing and monetizing the investment management part and sharing it with its investment advisory partners. By ensuring clients’ money “works harder”, advisors and asset managers will differentiate themselves by performing better even in bad market years, which attracts more capital, but more importantly, builds loyalty. their clients.

After years of being a traditional money manager and asking his clients to lower his fees despite performing exceptionally year after year, Christian said to himself: THAT’S IT. I ENDED THE STATUS QUO and founded my own company based on a process, not a product, to consistently exceed expectations.

Christian explains:
1. The key to disruption is extreme focus on what you do and how you deliver it.

2. Asset management companies did not have to disclose their economic data before.

3. The market has been growing steadily for 12 years, but in 3 to 5 years that will change.

4. There is no longer a 30-year pattern of fixed income and rates declining from 8% to 50 basis points.

5. Cryptocurrency has grown in popularity lately and has given some people the financial freedom to quit their jobs.

6. We have more vacancies than unemployed right now.

7. Processes are automated but offer lower performance. People accept it but shouldn’t be.

Disruption Interruption is the podcast where you’ll hear from the biggest disruptors in the industry today. Find out what motivated them to make changes and how they overcame opposition to adoption.

Disruption Interruption can be listened to through the Podbean app and is available on Apple App store and Google Play.

About Interrupt Interrupt:
Disruptions are happening on an unprecedented scale, affecting all sorts of industries – MedTech, Finance, IT, eCommerce, shipping and logistics, and more – and COVID has shifted their timelines by a full decade or more. But WHO are these troublemakers and when did they say, “THIS IS IT! I GOT IT!” ? It’s Time to Disrupt and Interrupt with veteran communications disruptor Karla Jo “KJ” Helms. KJ interviews bad guys who disrupt their industries and alter economic networks that have become obsolete with an establishment resistant to progress. She dives into uncovering the secrets of industry rebels and silent revolutionaries who are discovering common – and not-so-common – traits that are changing our economic markets…and our lives. Visit the world’s leading pioneers who persist in succeeding despite the arrows in their backs at http://www.disruptionrupture.com.

On Karla Jo Helms:
Karla Jo Helms is the Chief Evangelist and Anti-PR(TM) Strategist for JOTO PR Disruptors(TM).
Karla Jo learned first-hand how ruthless business can be when millions of dollars are at stake – and how scrutiny of public opinion often determines whether one company is happily chosen or another is abruptly rejected. As a former student of crisis management, Karla Jo has worked with litigators, private investigators and the media to help restore goodwill companies back into the good books of public opinion. takes to excel. Helms speaks globally about PR, how the PR industry itself has gone astray, and how, in the right hands, companies can harness the power of anti-PR to boost markets and influence market perception.

About Varium Investment Partners:
Varium Investment Partners is an “in-sourced” CIO solution for independent registered investment advisers. They build the ideal investment solution that allows advisors to focus on building and managing client relationships and providing holistic financial planning advice, and Varium Investment Partners focuses on delivering solutions investment management at the institutional level… the next evolution of the financial sector. Varium Investment Partners can be found online at VariumIP.com.

On Christian Hyldahl:
Christian Hyldahl has 27 years of experience in portfolio management, investment strategy and research across multiple investment styles and products. He is consistently a top portfolio manager across multiple equity classes as well as a specialist in value-oriented equity investing in domestic and international equities. Christian Hyldahl can be found online at https://www.linkedin.com/in/christian-hyldahl-cfa-b55514/.

Media Contact

Karla Jo HelmsJOTO PR Disruptors(TM), 727-777-4619, [email protected]

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