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 and through it’s wholly owned subsidiary, Quantum Dynamics, LLC an Investment Research Company and Investment Management Company, we actively manage client portfolios.
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 our Deep Value Portfolio in addition to third party managers listed on our Services page.
The Deep Value Portfolio seeks above market rates of return from taking advantage of the short term irrational nature of market movements. 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.
New portfolios only have positions established in issues that have at least a 40% appreciation potential based on the analysis performed by Quantum Dynamics, LLC our wholly owned research subsidiary.
It is not unusual for cash positions to exceed 50% of account value if in our opinion the 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.
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