Established 2015 · SEC-Registered Investment Adviser
An independent, fiduciary equity manager for individuals, institutions, endowments, and family offices — built on a disciplined, proprietary investment process.
Who we are
Independent by design.
Fiduciary by commitment.
Founded in 2015, Vann Equity Management is an independent, SEC-registered investment advisory firm built on a single principle: the client’s interest comes first. So strong is our commitment that we have adopted fiduciary standards across the entire firm.
We manage multiple equity and tactical asset-allocation portfolios for high-net-worth individuals, institutions, endowments, foundations, and family offices — each guided by the same disciplined, proprietary process.
Performance
Held to the global standard.
The Global Investment Performance Standards (GIPS®) are the world’s benchmark for how investment results are calculated and presented — built to keep performance complete, comparable, and free of cherry-picking. Vann Equity Management claims compliance firm-wide, reports every figure net of fees, and has been independently verified by a third party for June 1, 2018 through December 31, 2025.
GIPS®
Verified, firm-wide
Verified
Independently, 2018–2024
$231M
Discretionary AUM · 12/31/2025
Net of fees
Every figure we report
Vann Equity Management claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for June 1, 2018 through December 31, 2025; the verification report is available on request. All performance is reported net of fees. Past performance is not indicative of future results, and investing involves risk, including the possible loss of principal. A complete list of the firm’s composites and their standardized performance — gross and net, every period, each against its benchmark — is published in our GIPS Verified Report or available on request at info@vannequitymanagement.com.
What we manage
Two ways to invest with us.
One disciplined process.
Every VEM portfolio — built security by security or through cost-efficient ETFs — runs through the same proprietary, risk-controlled process.
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We target large U.S. companies whose earnings, sales, and margins are accelerating faster than the market. Names are surfaced by our proprietary quantitative screens, then validated by the investment committee for the durability of that growth — typically leaders across technology, consumer, and healthcare.
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Quality large-caps trading below our estimate of intrinsic value, with a fundamental catalyst for re-rating. We favor strong balance sheets and improving returns on capital — companies the market has temporarily mispriced, not permanently impaired.
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Developed- and emerging-market leaders held through U.S.-listed American Depositary Receipts — global exposure without the friction of foreign settlement. The same conviction-driven selection process, applied to an international opportunity set.
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A core bond allocation built from low-cost ETFs, positioned across duration and credit to match the prevailing rate and economic cycle. Designed to provide ballast and income — not to chase yield.
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Broad U.S. equity exposure assembled from index ETFs and tilted by our multi-factor scoring — a fully diversified domestic core that can be dialed up or down as conditions change.
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Global ex-U.S. equity exposure spanning developed and emerging markets, delivered through diversified ETFs — geographic diversification that complements the domestic sleeve.
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A complete, ready-made allocation — equities, fixed income, and alternatives in a single diversified solution. Built for clients who want one professionally managed portfolio that spans every major asset class.
Our approach
- 01
Conviction
We own companies while their earnings exceed the market’s expectations — and hold that conviction through a full market cycle.
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Clarity
Every position is the output of a disciplined, repeatable process: quantitative screens, fundamental validation, visible risk controls. No black boxes.
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Commitment
We are fiduciaries firm-wide, with the personal accountability of a boutique — measured by the trust you place in us.
Our process
A universe of stocks.
9,000 names to 80.
Distilled through five disciplined stages — quantitative, fundamental, and continuous — down to the few dozen companies we choose to own.
What this means for you
You own a focused portfolio of 80 companies — each one the survivor of a disciplined, repeatable process of quantitative rigor, fundamental conviction, and continuous risk control. No story stocks, no black boxes. Every position has earned its place.
Figures are representative of the firm’s equity-selection process and will vary by strategy and market conditions.
The difference
Built around you, whichever path you choose.
We believe that since every client is unique, every client portfolio allocation needs to also be unique — and that shapes the two ways we serve.
Custom-designed allocation
Your dedicated advisor builds around your life, integrating tax planning, your risk tolerance, and even your social and ethical priorities.
Company-sponsored SMA portfolios
For those best served by institutional scale, three separately managed strategies run by VEM’s founding partners — with twenty-plus years of institutional portfolio management.
Both are held to the same fiduciary standard — your best interest, above all else.
Begin the conversation
See our approach
for yourself.
An unhurried conversation about your goals — and how a disciplined, fiduciary process can serve them.
Prefer to talk now? Call 214-983-0346, Mon–Fri 8:30–5:00 CT.