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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.

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