3160 N Industrial Way
Castle Rock, CO 80109
ph: (303) 688-6853
fax: (303) 660-6193
alt: (866) 273-3852
tdvann
Vann Investments, LLC is a fee only Investment Advisory Consulting company that actively manages client portfolios, as well as working with third party investment managers.
At Vann Investments, LLC we believe that by tying all parties compensation to the growth of our clients assets. We are able to maximize the possibility of our clients achieving their financial goals.
At Vann Investments, LLC we offer ourValue Portfolio in addition to third party managers listed on our Services page.
The Value Portfolio seeks above market rates of return on a risk adjusted basis from taking advantage of the short term irrational nature of market movements. Yet making long term investment decisions. This portfolio provides a high degree of current income through investing in companies that have a demonstrated history of paying and raising dividends.
Our founder, Thomas D. Vann applys his knowledge gained through nearly four decades as an investment professional to recoginize extreme valuations.
"I've watched the world come to an end several times. Each time I've bet against it and have been handsomely rewarded."
New portfolios only have positions established in issues that have at least a 40% appreciation potential based on our analysis.
It is not unusual for cash and fixed income positions to exceed 50% of account value if in our opinion the equity markets are overvalued.
All investment assets are held by third party custodians with SIPC coverage and/or FDIC coverage. (FDIC coverage applies only to Cash, Demand Deposits, and Certificates of Deposit.)
The custodians utilized by
Vann Investments, LLC are:
Pershing, LLC
Information on each custodian is available upon request.
January 2015 Markets
YTD Scorecard
Copyright 2010 Vann Investments, LLC. All rights reserved.
3160 N Industrial Way
Castle Rock, CO 80109
ph: (303) 688-6853
fax: (303) 660-6193
alt: (866) 273-3852
tdvann