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Vann Equity Management
Our Investment Management process believes that a diversified portfolio of companies possessing and maintaining superior financial characteristics, relative to benchmark indices can produce alpha over a complete market cycle, provided that companies are owned while earnings and revenues exceed market expectations..
- VEM Team
An Intentional Firm FOR Exceptional Advisors
Vann Equity Management measures success by quality rather than quantity, which means that we continue to be very selective about advisors who join our team. However, if you are an advisor, planner, or registered representative who shares our commitment to the highest standards, and who is interested in associating with like-minded professionals, we look forward to hearing from you.
- VEM Team
At Vann Equity Management, we support all our employees and advisors through every stage of their career, starting with our seamless on-boarding and transition process, and continuing with exceptional support and the opportunity to participate in the success of the firm. We can even assist with succession plan development and implementation, if you are contemplating your own retirement, or just want a contingency plan in place. Finally, thanks to like-minded colleagues, you and your clients will benefit and be able to draw from a collaborative team.
- VEM Team
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About Us
Our Investment Management process believes that a diversified portfolio of companies possessing and maintaining superior financial characteristics, relative to benchmark indices can produce alpha over a complete market cycle, provided that companies are owned while earnings and revenues exceed market expectations.
Address: 4975 Preston Park BL #490, Plano, TX 75093
Phone: (888) 365-1480 | (214) 983-0346 | Fax (469) 782-9522
Email: [email protected]
Our Services
Vann Equity Management, LLC is an investment money management firm based in Plano, Texas. Our firm offers traditional portfolio management solutions to institutional investors, independent financial advisors, high net-worth family offices and individual investors. Our services include overall asset allocation to our proprietary investment models based on our clients' investment mandates, suitability analyses, and investment goals. We specialize in quantitative investing using a data-driven methodology that combines cutting-edge analytical technology with mathematical principles to identify what is working during any given investment cycle. Our proprietary proven process allows us to take advantage of statistically significant factors and dynamically weight our strategies to compete in the fast pace changing investment environment. Our clients choose to work with us because they seek a proven, disciplined, and repeatable process that offers diversification, customization to their investment portfolio, and a team of investment professionals dedicated to helping them achieve their financial goals.