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.
Vann Market Pulse & Commentary
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.
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.
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@vannequitymanagement.comOffice Hours
Monday - Friday: 8:30 AM - 5:30 PM CST
Visit Our Plano Office
Conveniently located in Preston Park
