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VARI INVESTOR SERVICES INC. La Jolla’s Most Established Fee-Only Investment Firm. We have been providing financial planning and investment management services in La Jolla since 1967. Our staff has over 60 years of combined experience in providing our clients with individualized programs to help them accomplish their long term financial objectives. Neither Vari nor any of its employees has any connection with brokerage firms or insurance companies. We operate completely on a fee basis with our clients.

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VARI INVESTOR SERVICES INC. La Jolla’s Most Established Fee-Only Investment Firm. We have been providing financial planning and investment management services in La Jolla since 1967. Our staff has over 60 years of combined experience in providing our clients with individualized programs to help them accomplish their long term financial objectives. Neither Vari nor any of its employees has any connection with brokerage firms or insurance companies. We operate completely on a fee basis with our clients.

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Vari Investor Services - Home | vari-inc.com Reviews

https://vari-inc.com

VARI INVESTOR SERVICES INC. La Jolla’s Most Established Fee-Only Investment Firm. We have been providing financial planning and investment management services in La Jolla since 1967. Our staff has over 60 years of combined experience in providing our clients with individualized programs to help them accomplish their long term financial objectives. Neither Vari nor any of its employees has any connection with brokerage firms or insurance companies. We operate completely on a fee basis with our clients.

INTERNAL PAGES

vari-inc.com

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Vari Investor Services

http://www.vari-inc.com/reports.html

From time to time, we at Vari Investor Services like to share our views and concerns about the economy and restate our investment management policies and practices to our current and future clients. This page is devoted to bringing you a library of our most current and past reports. Vari Investor Services Inc.

2

Vari Investor Services - Home

http://www.vari-inc.com/index.html

VARI INVESTOR SERVICES INC. La Jolla’s Most Established Fee-Only Investment Firm. We have been providing financial planning and investment management services in La Jolla since 1967. Our staff has over 60 years of combined experience in providing our clients with individualized programs to help them accomplish their long term financial objectives. Neither Vari nor any of its employees has any connection with brokerage firms or insurance companies. We operate completely on a fee basis with our clients.

3

Vari Investor Services

http://www.vari-inc.com/services.html

Sale of Primary and Vacation Homes. Sale of Investment Properties. Pension and Profit Sharing Plans. Estate Planning Analysis and Education. Preservation and Distribution Strategies. Living Trusts and Other Advanced Planning. Retirement Plan Development and Review. Target Rate of Return Determination. Lump Sum Distribution Analysis. Future Income, Expenses, Taxes, and Inflation. Health and Long Term Care Insurance. Investment Analysis and Management. Diversification, Performance and Tax Implications.

4

Vari Investor Services - Philosophy

http://www.vari-inc.com/philosophy.html

It is relatively easy to understand our philosophy of managing money. The four basic principles outlined here are really nothing more than basic common sense. Our entire investment methodology is based on them. Before You Devise a Plan To Make Money,. You Must First Devise a Plan To Avoid Losing It . 2 No Management Strategy Can Be Effective. Without Clearly Defined Objectives . 3 Wealth Is Not Created By Investment Returns, It Is Created. By Savings And Preserved By Investment Returns . 2 Risk Control .

5

Vari Investor Services - About Vari

http://www.vari-inc.com/about.html

Read Our Privacy Statement. Read Our Disclosure Statement - Brochure. Jack T. McCord, CFP – President and Chief Executive Officer. He began his career with the Investment Management Trust of Boston in 1967 and continued by working as a portfolio manager with Mansfield Mills, Inc. in La Jolla from 1971 to 1973. His career was interrupted from 1968 to 1970 when he served as a Peace Corps volunteer helping to establish multipurpose farmers' cooperatives in Malaysia. He is a past president of the San Diego C...

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