Quantitatively Driven
Asset Management

Built for confidence, clarity & long-term growth — active portfolio management guided by a quantitative discipline, fiduciary oversight, and a repeatable investment process.

Independent SEC-Registered Investment Adviser GIPS® Verified Performance

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Who We Are

A Fiduciary Asset Manager

Vann Equity Management is an asset manager focused on providing actively managed portfolios for institutions, family offices, advisors, and high-net-worth individuals. Every portfolio is built using a quantitative process and overseen under a fiduciary standard — the client's best interest comes first.

Aaron Vann, Chief Investment Officer of Vann Equity Management — **Aaron Vann** · Chief Investment Officer

What Sets VEM Apart

Built for Active Capital Management

Investment Philosophy

Disciplined Investing, Built Around Evidence

A repeatable process combining quantitative analysis, portfolio-construction discipline, ongoing risk monitoring, and a defined sell discipline.

01

Screen

Filter a global universe through proprietary quantitative screens.

02

Back Test

Validate signals and rankings against historical evidence.

03

Construct

Build diversified portfolios subject to defined risk controls.

04

Monitor

Track risk, earnings, and technicals on an ongoing basis.

05

Sell

Act on a rules-based sell discipline when characteristics deteriorate.

Our process

A universe of stocks.
9,000 names to 80.

Distilled through five disciplined stages — quantitative, fundamental, and continuous — down to the few dozen companies we choose to own.

What We Offer — Strategy Platform

A Model Lineup Built for Portfolio Management

One disciplined process feeds every strategy we offer. The platform spans active equity SMAs, rules-based ETF models, selectively used structured notes, and fully customized client portfolios — all governed by the same quantitative-plus-fundamental approach and fiduciary oversight.

Stock-by-stock SMA portfolios — US Large Cap Growth, US Large Cap Value, and International ADR — built through the firm's quantitative-plus-fundamental process, typically 40–65 holdings per strategy, benchmarked to the Russell 1000 Growth, Russell 1000 Value, and MSCI EAFE respectively.

Cost-efficient exchange-traded funds scored on efficiency, tradability, fit, raw and risk-adjusted performance, and downside/tail risk — additional models added only when approved and sourced.

Income and growth notes used only where the risk/reward profile fits the client mandate — each note reviewed for issuer credit, reference assets, barriers and buffers, call features, and liquidity. Not suitable for all investors.

Every engagement narrows to one outcome: a portfolio shaped to the client's risk tolerance, tax considerations, and preferences — built on the same disciplined process that drives the firm's model strategies.

Equity Models

Three Distinct Equity Strategies

Click a card to see how each strategy is measured.

View the strategy fact sheets →

ETF Models

Strategic & Tactical ETF Strategies

Global ETF

US & Non-US

Global ETF strategy using strategic and tactical exposure across US and non-US equity markets.

Style-box illustration — not a Morningstar rating.

Small / Mid ETF

Small & Mid Cap

Small- and mid-cap ETF strategy designed to capture growth opportunities beyond the large-cap universe.

Style-box illustration — not a Morningstar rating.

GIPS® Performance Context

Performance, Presented the Right Way

Vann Equity Management claims compliance with the Global Investment Performance Standards (GIPS®) and presents strategy performance through GIPS®-verified reporting.

The firm has been independently verified for the periods June 1, 2018 through December 31, 2024. The verification report is available upon request.

Composite returns are presented gross and net of fees, annualized for periods greater than one year, alongside their benchmarks. Past performance is no guarantee of future results; investing involves risk, including possible loss of principal.

View the GIPS® Verified Report

GIPS®Compliant & Verified

2018–2024Verified Periods

Gross & NetOf Fees, w/ Benchmarks

On RequestFull Verified Reports

Structured Notes

Used Selectively, Reviewed Rigorously

Income Notes

Structured investments designed to provide periodic income potential, typically linked to the performance of one or more underlying reference assets.

Issuer and credit exposure
Underlying reference assets
Coupon structure and payment conditions
Call features and no-call periods
Barriers, buffers, and downside exposure
Liquidity and suitability considerations

Structured notes involve risks, including issuer credit risk, market risk, liquidity risk, call risk, complexity risk, and possible loss of principal. They are not suitable for all investors.

Growth Notes

Structured investments designed to provide market-participation potential, often linked to one or more indices, securities, or baskets.

Upside participation structure
Downside exposure and barrier/buffer terms
Issuer and credit exposure
Tenor and call schedule
Reference asset composition
Fit within the broader portfolio

Structured notes involve risks, including issuer credit risk, market risk, liquidity risk, call risk, complexity risk, and possible loss of principal. They are not suitable for all investors.

Our Team

The People Behind the Process

Aaron J. Vann, AAMS, FPQP

Chief Investment Officer · Partner

Aaron leads VEM’s proprietary quantitative models and oversees portfolio construction and stock selection for the firm’s equity SMAs. His career spans Rushmore Investment Advisors, Boston Private Bank, and Level Four Advisor Services.

MBA Valedictorian · SMU Cox School of Business

Let's Talk

Built for Clients Who Want Their Portfolio Actively Managed

A disciplined asset-management partner with a defined process, active oversight, fiduciary commitment, institutional model discipline, and GIPS® reporting — for investors and advisors who want more than generic allocation.

Schedule a portfolio management conversation View GIPS® Verified Report

Vann Equity Management, LLC
4975 Preston Park Blvd., Suite 490
Plano, TX 75093
214-983-0346
info@vannequitymanagement.com
www.vannequitymanagement.com

Advisory services offered through Vann Equity Management, LLC, an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training. This material is for informational purposes only and should not be considered individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.