An Institutional
Service Model
We employ a streamlined institutional service model tailored to meet the distinct needs of each client, ensuring dedication and sophistication.
Institutional Investors
Modeled portfolio construction, rigorous risk management, and dedicated institutional support to meet complex mandates.
Independent Financial Advisors
A partnership approach providing access to research, our proprietary models, and a dedicated service to help assist service your clients.
High Net worth Family Offices
Discreet, comprehensive wealth management that aligns with your family legacy, values, and long term financial objectives.
Individual Investors
Personalized financial planning and investment management designed to grow and preserve your wealth through every stage of life.
A Disciplined & Data-Driven
Approach
Disciplined Framework
Our process is built on the conviction that markets, while often efficient, present opportunities for those with a disciplined, analytical framework.
Quantitative Advantage
Our proprietary quantitative models identify companies with compelling growth potential that has not yet been recognized by the broader market.
Superior Analytics
We focus on identifying companies with superior financial characteristics where positive trends can drive significant alpha over a complete market cycle.
Vann Market Pulse
& Commentary
Monthly Research
Latest Market Analysis
Stay informed with our institutional-grade market research and investment insights.
Recent Reports
January 2026
Resilience Under Policy Uncertainty, Treasury Yield Risk, and AI Expectations
Markets rally to record highs amid rising policy uncertainty. Our analysis covers sector valuations, what could make markets decline, and key risks to monitor.
Read Full Report
November 2025
Is the "AI Trade" Running Out of Steam?
AI momentum faces scrutiny as investors question sustainability. We examine whether the AI-driven rally can continue or if a reset in expectations is coming.
Read Full Report
October 2025
AI Versus Rate Cuts—What Wins Next?
Two major forces compete for market leadership. Our team analyzes which driver will determine the next leg of the market cycle.
Read Full Report
Important
Disclosures
Let's Begin Your Journey
Whether you're an institution, advisor, or individual investor, we're here to discuss how we can help achieve your financial objectives.
Get In TouchVisit Our Plano Office
Conveniently located in Preston Park
Our Information
Office Locations
Plano Office
4975 Preston Park Blvd., Suite 490
Plano, TX 75093
Austin Office
11824 Jollyville Rd., Suite 500
Austin, TX 78759
Email Us
info@vannequityOffice Hours
Monday - Friday: 8:30 AM - 5:30 PM CST
