Products and Services

Varshney Investment Management is an independent investment management and advisory firm founded in 1981 with an established track record of success in stock picking, and managed by Dr. Sanjay B. Varshney. Dr. Varshney uses his stock picking prowess and financial skills to design custom tailored and individualized portfolios to help achieve investor objectives.

Our Clients Include

• High Net Worth Individuals
• Pension Programs
• Trusts
• Corporations
• Endowments
• Foundations

Our Products and Services Include

• Computer based portfolio/asset management
• Quarterly investment portfolio reports and summaries
• Customized investment strategies, including retirement planning and IRAs
• Independent and objective financial advice and financial plans
• Tactics for timing of investment inflows and variations
• Knowledge and assurance that your investments will receive the attention they deserve and not passed onto junior subordinates to be managed. Decisions are left to professionals such as Dr. Varshney

Managed Accounts with:

Sanjay Varshney, M.B.A., Ph.D., Chartered Financial Analyst