Vann Equity Management, LLC is a Registered Investment Advisor (RIA) wealth management firm based in Plano, Texas.
Our firm offers traditional portfolio management solutions to:
Institutional Investors
Independent Financial Advisors
High Net-worth Family Offices
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.
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.