Established more than 50 years ago by two siblings to help manage their families’ money, Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on providing the most flexible, collaborative and innovative solutions to advisors and clients.
Our business model is unique in that it places advisors front and center, providing a world-class level of service with a family office feel. Furthermore, our team is characterized by its commitment to sustainability in how we live and work, as well as how we invest. Headquartered in a LEED certified Platinum building, our commitment to changing the world begins at home in our New York office, and within the fibers of our very culture. This commitment is supported by a constantly expanding roster of socially and environmentally responsible, ethical and impactful investments.
The Values That Guide Us
01
02
03
04
05
At Vanderbilt, our name means quite a bit. We are often asked why the name Vanderbilt was chosen, and the answer is simple. Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, serving as the foundation of our modern-day infrastructure.
Our team celebrates the entrepreneurial spirit of Vanderbilt that so many of our independent advisors also possess. In addition, the Vanderbilt name is commonly identified as one that understands the attainment of wealth and of risk. This is a responsibility we take seriously, and we believe it is a core reason why advisors and their clients turn to us to invest in their future.
“Vanderbilt’s transition support for advisors is second to none. We pride ourselves on being the most advisor friendly, client centric and forward-looking community in the market.”
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP
VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
