Vann Investments
Vann Investments LLC is a fee-only investment advisory firm based in Castle Rock, Colorado, specializing in actively managing client portfolios alongside third-party investment managers. The company emphasizes a compensation structure tied to the growth of client assets, aiming to help clients achieve their financial goals through its Value Portfolio and other investment vehicles.
Founded by Thomas D. Vann, who possesses nearly four decades of investment expertise, Vann Investments focuses on long-term investment strategies while capitalizing on short-term market fluctuations. The firm prioritizes current income through investments in dividend-paying companies and maintains a flexible asset allocation approach based on market valuations.
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