Vann Investments LLC

The firm works with individual investors and small businesses, providing investment advice and financial and retirement planning through a fee-only Value Portfolio and customized portfolio management; the practice is currently closed to new clients. Client portfolios may include publicly traded equities, brokered FDIC-insured certificates of deposit, corporate debentures and tax-exempt municipal bonds as part of implemented asset allocations.

The investment approach is bottom‑up, fundamental and value‑oriented, seeking securities selling at a discount with stable earnings and a record of dividend growth, with an average holding period of roughly three years or more. For discretionary accounts the firm places block trades and votes proxies, monitors positions daily, and delivers quarterly comprehensive written reviews while remaining available for client meetings on short notice.

Noteworthy aspects include operating as a fee-only advisory that accepts no commissions or soft‑dollar benefits and retains advisory fees, and maintaining a residual interest in legacy accounts at a third‑party wrap provider for which it receives fees but reports no trading discretion. The brochure also discloses that the firm owns and manages commercial and residential rental properties for its own portfolio and includes a historical customer compensation matter tied to the advisor’s prior employment at another firm, which the firm states did not result in personal liability.