Vann Investments LLC
Vann Investments LLC is a fee-only investment advisory consulting firm based in Castle Rock, Colorado, that actively manages client portfolios and collaborates with third-party investment managers. The firm focuses on achieving clients' financial goals by aligning all parties' compensation with the growth of clients' assets, primarily through their Value Portfolio, which targets above-market returns on a risk-adjusted basis.
Founded by Thomas D. Vann, who brings nearly four decades of investment experience, Vann Investments emphasizes long-term investment decisions while capitalizing on short-term market fluctuations. The firm offers a wide range of investment vehicles to accommodate various account sizes, ensuring that all assets are secured by reputable third-party custodians with applicable coverage.
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